Meeting Details

Tuesday, August 11, 2015
11:30 am - 1:30 pm

Topic:
Extending Philanthropy Through Impact Investing

Speaker(s):
Elizabeth Stelluto
Chief Growth Officer, ImpactAssets

Thank You to Our Meeting Partners:
 

 
Thank You to Our Meeting Sponsor:

Program Description:
Do you know your clients’ charitable goals?  Many advisors strive to be the go-to resource for all things in their clients’ financial lives.  Vital to that is a specific focus and  discussion of clients’ values and philanthropic goals.   A focus on philanthropy as a fundamental aspect of wealth management and estate planning can set you apart from the competition. Your relationships with clients becomes less about returns and more about their higher aspirations, lifestyle and community impact.  Centering the conversation on philanthropy often leads to discussions of impact investing, investing for social and environmental as well as financial returns.  Beth Stelluto, Chief Growth Officer of ImpactAssets will discuss using a Donor Advised Fund as a relatively simple and cost-effective way to meet clients philanthropic goals.  She will also discuss impact investing as a means to extend your clients values into their investment portfolios.     

Speaker Bio:
Elizabeth Stelluto
Chief Growth Officer, ImpactAssets
Elizabeth, “Beth,” is responsible for leading business development, marketing and client experience for Impact Assets.  She brings more than 25 years of experience in financial services and has served as a volunteer and board member of several industry associations and non-profits. 

Prior to joining ImpactAssets, Beth was Chief Marketing Officer for NestWise, a firm offering personal financial advice to middle class Americans; Executive Vice President for LPL Financial where she led Product and Platform development.  She spent nearly 17 years with Charles Schwab, where she held several executive positions in marketing, business line management and product development.   She has also held investment management and sales positions with Goldman Sachs and Scudder.

Beth has a BA in Economics from Middlebury College and an MBA from the Wharton School at the University of Pennsylvania.  She serves as a mentor for Students Rising Above, a member of the Marketing Committee for East Meets West Foundation and Impact100, Sonoma. Beth lives in San Francisco where she enjoys hiking and other outdoor activities.

Meeting Agenda
11:30 am -12:00 pm - Registration & Networking
12:00 pm - 12:15 pm - Chapter Announcements & Lunch
12:15 pm - 1:30 pm - Speaker Presentation and Q & A
1:30 pm - Program Closes

You may register online after August 7, 2015, however, you will be charged the Regular Registration price; online registration closes at midnight, August 9, 2015.

*This topic has been approved by the CFP Board for 1.0 hour of CE credit. 

Lisa Aliferis is the founding editor of KQED's State of Health blog. Since 2011, she's been writing stories and editing them for the site. Before taking up blogging, she toiled for many years producing health stories for television, including Dateline NBC and San Francisco's CBS affiliate, KPIX-TV. She also wrote a practical guide on the affordable care act titled Obamacare Explained – A Guide for Californians, produced by KQED News and The California Report. You can follow her on Twitter: @laliferis