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MPGC Breakfast & Education Program with FPA
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9/19/2017
When: Tuesday, September 19, 2017
7:30 a.m. to 10:00 a.m.
Where: Golden Valley Country Club
7001 Golden Valley Road
Golden Valley, Minnesota  55427
United States


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September MPGC Breakfast & Education Program with FPA

Tuesday, September 19, 2017 7:30 -10:00 AM


Register online or download the PDF form

Agenda

7:00 – 7:30 am Registration and Networking
7:30 – 9:00 am Breakfast Meeting
9:00 – 10:00 am Education Program
10:00 am Adjourn

Where

Golden Valley Country Club
7001 Golden Valley Road, Golden Valley, Minnesota 55427

Fees

Member: $60
Non-Member: $85


Breakfast Meeting

For the Love of Philanthropy

Hear former wealth advisor Mike Ricci share the truths he uncovered as he journeyed from asset management and financial planning to philanthropy and foundation work. You will learn how to identify the philanthropic clues of your clients and ask good questions to facilitate philanthropic discussion into your practice. You will better understand the tools available in the charitable toolbox and see how philanthropy can enhance your practice, enrich client relationships, and ultimately, bring about a better world.

By the end of the session, attendees will:

  • Identify philanthropic clues for their clients/donors.
  • Incorporate philanthropic framework as a regular part of client discovery.
  • List and ask good questions to facilitate philanthropic discussion with clients/donors. · List and understand giving tools available to clients/donors.

Speaker

Michael A. Ricci Jr., CFP®, CAP®

Michael A. Ricci Jr., CFP®, CAP® joined the Catholic Community Foundation (CCF) as Director of Professional Outreach and Investments after more than 20 years of experience as a partner and principal of a half billion dollar wealth management firm in Minneapolis. In his years serving over 180 clients, Mike came to appreciate the intersection of philanthropy and faith as an important part of finding personal fulfillment.

Mike has a dual role at CCF. As Investment Officer, Mike provides consistent stewardship of CCF’s investment portfolio. He also collaborates with the Foundation’s Investment Committee to execute and maintain the long-term investment strategy needed to manage assets in perpetuity. As Director of Professional Outreach, he spends time cultivating awareness of CCF and its work with wealth managers, accountants, bankers, and attorneys. In this capacity, he aims to broaden CCF’s reach to potential donors who wish to align their philanthropy and Catholic faith to meet the needs of the community.


Education Program

Unlocking the Power of Philanthropy for Your Clients

This session will teach attendees how to raise the idea of philanthropy with their clients and help them identify philanthropic opportunities and strategies for their clients. We will cover a number of charitable giving strategies, including outright gifts, bequests, charitable remainder trusts and charitable gift annuities. We will also identify when those strategies can be appropriate and which donors might consider those types of gifts.

By the end of the session, attendees will:

  • Know how to help a client identify his/her charitable giving potential and interests.
  • Understand how various charitable giving strategies work.
  • Be able to identify when and what type of charitable giving strategies are appropriate for clients.

Speakers


Gregory Carlson, CFP, Carlson Capital Management


Sheryl Morrison, JD, FCEP, Gray Plant Mooty Law Firm


Tom Wesely, CPA, Wesely & Wesely CPAs

      

Thank you to MPGC Benefiting Sponsor, Crescendo Interactive, and Supporting Sponsor, US Bank Charitable Services Group

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