ECCF’s 17th Annual Professional Advisor Event
Thursday, October 20th, 2022
3:30-5:30pm
Eau Claire Golf and Country Club
The Eau Claire Community Foundation’s Professional Advisors event is quickly approaching! If you haven’t had a chance to RSVP, we encourage you to so before the registration deadline on October 12th.
The Eau Claire Community Foundation, along with the Community Foundations of Dunn and Chippewa Counties and the Eau Claire Public Schools Foundation, are excited to be planning the 17th Annual Professional Advisor Event on October 20th from 3:30 – 5:30. This is a free event for our professional advisors and will include plentiful, tasty hors d’oeuvres provided by the Eau Claire Golf and Country Club.
Our speaker for the event will be Sheryl Morrison, Partner at Lathrop GPM in Minneapolis. Her focus is in the areas of estate and wealth planning, transfer tax strategies, business succession planning, estate and trust administration, and charitable giving and nonprofit organizations. To learn more about her, follow this link to her bio. Our topic will be accepting and managing unusual gifts, and tax planning opportunities during challenging times.
If you are interested in this event, sign up for free by using this link.
Hope to see you there!