Join us for the second lunch and learn of 2016!

Elkhart County Estate Planning Council
Navigating Trends and Transitions in Family Philanthropy
Are your clients thinking through family philanthropy?  Family foundations and funds serve two purposes - to fulfill a philanthropic mission and to keep family members connected to each other and family legacy. Fulfilling those intertwined purposes isn't easy over time. Current trends in society and philanthropy will challenge both purposes. Families' goals for both will inevitably evolve. And the initial decisions families and their advisors make about giving vehicles, governance, family engagement, and operations often aren't useful as new generations emerge.
Presenter:  Tony Macklin, CAPĀ® is an independent consultant working at the intersection of meaningful giving and community results. He serves as a member of the Purposeful Planning Institute and the National Center for Family Philanthropy.
Continuing Education Opportunity
DATE: Wednesday, August 24th
TIME: 7:30am: Registration and Breakfast
   8:00am - 11:30am: 3 Hour CE Seminar
LOCATION: Elcona Country Club (Bristol)
COST: $35 per person; Complimentary for members
    *Members still need to register for the event.
     Not a member?  Click here to become a member today.

Mark Your Calendars_
Mark Your Calendars
Wednesday, November 30th
The Future of Wealth Management
12pm - 1pm

Elkhart County Estate Planning Council
 574-295-8761  |  |