1.561.385.0144

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September Member Meeting

September 19, 2023 @ 9:00 am - 11:00 am

Free

 

Bring all of your financial questions; Do you have a plan for large gifts? Are you able to accept stocks? Art? and other items? Should you have multiple accounts? Retirements plan options for small one-person nonprofits to large nonprofits. And so much more.

Speakers include:
Ryan J. Ward, CFP®
First Vice President, Financial Advisor
Portfolio Management Director

Ross O’Connor, CFP®, CPWA®
Senior Vice President, Financial Advisor

Timothy Grajko, CRPS®
Financial Advisor

Monique Oerth, CFP®, MBA
Vice President
Financial Advisor

*This is not a sales pitch, We want you to have all the financial tools for your nonprofit to succeed*

Details

Date:
September 19, 2023
Time:
9:00 am - 11:00 am
Cost:
Free
Event Category:

Organizer

Spirit of Giving
Phone
5613850144
Email
info@spiritofgivingnetwork.com
View Organizer Website

Venue

Boca Raton Downtown Library
400 NW 2nd Avenue, Boca Raton
Florida, FL United States
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