January Education Session: Find Out What Your Donors Are REALLY Thinking
About the Event
The last two years have been unusual to say the least and have created an uncertain philanthropic environment. While many donors have risen to the challenge, while we may think we know our donors, do we really? How are they feeling about their giving plan for 2022?
Join us for a panel discussion with three expert advisors to learn how they are advising their clients and what their clients are thinking. Panelists will include:
• Julie Ellenbecker-Lipsky, president and senior wealth advisor at the Ellenbecker Investment Group (EIG). Julie has worked in the financial services industry since 1993 and has held a pioneering role with EIG since it was founded.
• Jan Grimm is a Certified Financial Planner™ with Riverwater Partners. Jan has over 20 years of financial planning and client services experience at several large wealth management firms including LPL Financial, Wintrust Wealth Management, and Wells Fargo Advisors.
• Shelli Marquardt is president of the Waukesha County Community Foundation. Prior to her time with WCCF, she has held leadership positions in philanthropy at Wheaton Franciscan Healthcare and the American Diabetes Association.
Event Details
Schedule:
11:30 AM Registration, Networking, Lunch
11:45 AM Announcements/Presentation
12:45 PM Q&A, Closing Remarks
1:00 PM Adjourn to Optional Networking and Membership 101 Session
1:30 PM Adjourn
$25 registration fee (Members)
($45 non-members)
Full participation in LOGIC MODELS is applicable for 1.0 point in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.