Charitable Donor Advised Funds

Date: Thursday, April 29, 2021
Time: 12:00pm - 1:00pm
Location: via Zoom
Speaker: Dennis Buehler, President and CEO of the Greater Green Bay Community Foundation

Dennis Buehler, President and CEO of the Greater Green Bay Community Foundation, Inc., will be speaking about Community Foundations and Donor Advised Funds. 

Dennis will also be joined by Evan Lin (who will provide his perspective on donor advised funds in estate planning), Jeff Puissant (who will provide insight from a wealth management standpoint) and Ryan Laughlin (who will offer insight from the tax perspective).

We have applied for one (1) hour of CE credit.

See Upcoming Event Calendar