Contact
Financial Service Professionals - Twin Cities | Minnesotaadmin@sfsptwincities.org
651.815.0668 | www.sfsptwincities.org
Thursday, June 6, 2019
Choosing Between a Donor Advised Fund and a Private Foundation
Topic: Choosing Between a Donor Advised Fund and a Private Foundation
Speaker: Michael P. Sampson,Partner, Maslon LLP
Syllabus
Time:
11:00 AM Sign-in/Networking
11:15 AM Lunch Buffet Open
11:30 AM Welcome/Announcements
12:00 PM - 1:40 PM Presentation
Location:
Town & Country Golf Cub, 300 N. Mississippi River Blvd., St. Paul, MN 55104
CE Credits:
This educational offering is PENDING by the Minnesota Commissioner of Commerce as satisfying 1.5 hours of Standard classroom credit toward continuing insurance education requirements.
CFP: 1.5 hours Standard credits APPROVED
CLE: 1.5 hours Standard credits PENDING
A Certificate of Attendance will be provided for individuals requesting credits for CPE and PRP (Professional Recertification Program - formerly PACE.)
Menu:
Buffet TBD
FSP Members: $40.00 (Registration after 6/3/19 $50.00)
Nonmembers attending for the first time: $40.00 (Registration after 6/3/19 $50.00)
Nonmembers repeat attendance: $50.00 (Registration after 6/3/19 $60.00)
FSP Member Season Pass 2018: Prepaid attendance to all FSP-TC programs and events July 2018 through June 2019.
FSP Diamond Sponsors: Free attendance for three
FSP Platinum Sponsors: Free attendance for two
FSP Gold Sponsors: Free attendance for one
Late Registration Fee: Registrations received after 6/3/19 will be charged a $10 surcharge over registration fee
Walk-ins: $10 surcharge over registration fee
No Shows: Registered attendees will be invoiced for outstanding attendance fees even if they do not attend.
Cancellation Policy: No refunds will be provided for cancellations after 6/3/19 or for no-show attendees. All pay-at-the-door attendees will be billed whether they attended or not.
Handouts: A confirmation email will be sent the Tuesday prior to the Thursday program with links to handouts. No hardcopy handouts will be provided. Members may log into the "Member Section" of the Chapter website to download handouts for current and historic programs.