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When

Tuesday, August 7, 2018 from 11:30 AM to 1:30 PM PDT
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Where

The City Club 
155 Sansome Street
San Francisco, CA 94104
 

 
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Contact

Holly Wilkerson 
Executive Director
FPA of San Francisco 
9630 Bruceville Road, #106-149
Elk Grove, CA 95757
Phone (877) 260-3218
Email 
info@fpasf.org 
Website www.fpasf.org

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  Meeting Details - THE CITY CLUB

Tuesday, August 7, 2018

Topic:
 Charitable Gift Planning

Speaker(s):
 Barry Taylor, CFP
Integral Financial Solutions, LLC

Erik Dryburgh
Attorney and Principal
Adler & Colvin


Thank You to Our Meeting Sponsor:
 
         

         


Program Description:
Financial Advisors, charitable foundations and non-profit organizations are receiving more inquiries from individuals about how they can make a difference through charitable giving.  Making clients aware of their financial ability to be charitable and how to wisely approach charitable giving is an example of the “good that financial advisors do.”

This presentation is being offered as a refresher for advisors to:

         - Pro-actively identify charitable gifting opportunities for your clients and help them to give smartly   

         - Review opportunities for charitable giving

         - Understand the various tools available to donors, such as donor-advised funds, charitable lead or
   remainder trusts 

         - Identify gifting strategies to consider when addressing the 2018 tax reform

S    Speaker Bios:
Barry Taylor, CFP Integral Financial Solutions, LLC
Barry Taylor, CFP is a past president of the San Francisco Chapter of the FPA and was the founding chairman for the Pro Bono committee. Prior to establishing a private wealth management firm in 2010, Integral Financial Solutions, LLC, he was a portfolio manager with Bingham, Osborn & Scarborough (BOS).  He has most recently served as a member of the San Francisco Foundation’s Professional Advisor’s Council (PAC), is co-chair for the Horizons Foundation PAC and a member of the San Francisco Estate Planning Council.   

Erik Erik Dryburgh, Attorney and Principal, Adler & Colvin
 
Erik Dryburgh is an attorney and Principal with Adler & Colvin who specializes in charitable gift planning, endowments, and nonprofit organizations. His affiliations include past member of the Board of Directors of the National Association of Charitable Gift Planners, the San Francisco Estate Planning Council, and the Northern California Planned Giving Council. He is the recipient of the 2005 Phil Hoffmire Service Award from the Northern California Planned Giving Council, and past Chair of the Charitable Planning and Exempt Organizations Committee of The American College of Trust and Estate Counsel. Mr. Dryburgh is admitted to the bar in the state of California.

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

Members Non-Members

Early Bird Registration
(Ends August 3, 2018)

$55 $80
Regular Registration (After August 3, 2018) $75 $100

 

 




You may still register online after August 3, 2018, however, you will be charged the Regular Registration price; online registration closes at midnight, August 5, 2018.

*This topic has been approved by the CFP Board for 1.5 hours 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