We have a private room reserved at the Union Hotel restaurant with A/V setup to view and participate in the meeting.  Lunch is included in the price (salad & entree).  Join local FPA members and guests for an informative
session and some networking time.

Meeting Details - SANTA ROSA SIMULCAST

Union Hotel - Mission Boulevard
http://www.unionhotel.com  

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:
 
         

Thank You to Our Meeting Partners:

         

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:
12:00 pm - 12:15 pm - Chapter and Sponsor Announcements, Lunch 
12:15 pm - 1:30 pm - Presentations and Q & A
1:30 pm - Program Closes

*This topic has been approved by the CFP Board for 1.5 hours of CE credit. 

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