Brian Kasal, Chairman of the Chicago Midwest Community Chapter of the International Association of Advisors in Philanthropy, announces the second in a series of programs to help you in your philanthropic goals.
April 21, 2016 | 10:00 am – 3:00 pm The East Bank Club | 500 N. Kingsbury, Chicago
Registration: $75 Members | $125 Non Membersc
With thanks to our sponsor:
The second in a series of four events produced by AiP Chicago Midwest, this program features both technical and inspirational sessions designed to help professional advisors and non profit executives empower clients and donors to effectively direct their philanthropic resources consistent with their deepest values.
Here is what you will learn on April 21:
Gifts of Life Insurance
presented by Randy Fox, EZ Charitable and Gary Waitzman, Law Offices of Gary R. Waitzman, LLC
The rules for gifts of insurance are often misunderstood by donors, advisors and charities. Learn about gifts of old policies as well as new policies. What’s deductible, what’s not. And more…
Donor Advised Funds
presented by Randy Fox, EZ Charitable and Gary Waitzman, Law Offices of Gary R. Waitzman, LLC
One of the most popular, easy and controversial giving tools will be discussed in depth. When and how to use them and what to discuss with your clients.
The Ten Agreements of a High Performing Team
presented by Gary Shunk, Family Wealth Dynamics
A team is formed to deliver a shared promise that is bigger than the individual team members could fulfill by working independently on their own. It is a high functioning team that makes fulfillment of the team promise possible and credible to the team’s client. We will discuss the Ten Agreements and how to fulfill them by using a rigorous execution approach called Promise Management, a top 1% performance skill.
Event Schedule
10:00 AM Doors Open – Registration and Informal Networking
10:20 AM Welcome and Introductions
11:00 AM Session I – Gifts of Life Insurance
12:05 PM Break
12:15 PM Session II – Donor Advised Funds
1:00 PM Lunch
2:00 PM Session III: The Ten Agreements of a High Performing Team
3:00 PM Fini
About our presenters:
Randy Fox, EZ Charitable
A third-generation entrepreneur, Randy is the Co-founder of EzCharitable, LLC, an online training resource for professional advisors. He is also currently the Editor in Chief of Planned Giving Design Center, a national newsletter for philanthropic advisors. In 2015 Randy was awarded the Fithian Leadership Award by the International Association of Advisors in Philanthropy.
Randy was a founding principal of InKnowVision, LLC, a national consulting and marketing firm that developed estate and wealth transfer designs for clients of exceptional wealth. During his tenure, more than three hundred families were served and more than $500 million was directed to philanthropic purposes. He served as director and faculty member of the InKnowVision Institute, which provided professional advisors with the advanced technical and interpersonal tools required to attract and work successfully with high net worth clients.
Randy is a nationally known wealth strategist, philanthropic estate planner, educator and speaker dedicated to helping individuals, professional advisors, charitable institutions and planned giving organizations do well while doing good. His collaborative approach facilitates clients’ ability to preserve and transform wealth in ways that honor their goals and passions while passing values, responsibility and stewardship ethics to their heirs.
Gary Waitzman, Law Offices of Gary R. Waitzman, LLC
Gary R. Waitzman is a founding principal of the Law Offices of Gary R. Waitzman, LLC in Lincolnshire, Illinois. Gary prides himself on providing the guidance, compassion, counseling and expertise necessary for you to understand and achieve your goals. His practice focuses on estate planning, asset protection and wealth management as well as Medicaid planning, pet trusts, philanthropy, business representation, and legacy planning. He is licensed in both Illinois and Wisconsin.
Mr. Waitzman has spoken at and conducted numerous seminars on estate and tax planning as well as holds monthly continuing education classes for Financial Advisors and Insurance Agents. He is the former president and director of the Village of Wheeling Chamber of Commerce and is a member of the National Academy of Elder Law Attorneys (NAELA), Northwest Suburban Estate Planning Council (NWSEPC), Wealth Counsel a Network of Estate Planning Attorneys, American Association of Attorney – Certified Public Accountants (AAA-CPA), Illinois State Bar Association, The American Bar Association, The Northwest Suburban Bar Association, Illinois State Certified Public Accountants, American Institute of Certified Public Accountants, The Senior Service Coalition of Lake County, and a member of the MPS Organization.
Gary S. Shunk, Family Wealth Dynamics
Gary S. Shunk, is a Private Family Coach and Business Relationship Coach. He consults nationally to families in business, legacy families and family offices as well as the advisors who serve them. In serving families, his expertise focuses on the family and emotional dynamics that accompany affluence as well as the family business
environment. He facilitates family meetings and retreats fostering family cohesion and unity across multiple generations. He teaches and coaches individual, partnership and advisory teams for high performance and service delivery to affluent clients.
With over 25 years of experience, Gary’s primary mission is helping families create trusting and innovative relationships resulting in optimal family unity. In addition to his work with families and advisors, he is an Associate in the Family Business Center at Loyola University Chicago. He has published articles in Private Wealth Magazine, Family Office Review, Trusts and Estates and been quoted in The New York Times, The Wall Street Journal, Private Asset Management, and Investment News.
Gary is a certificate holder in Family Business Advising and Family Wealth Advising with the Family Firm Institute, as well as Positive Psychology from Kripalu. He received his MSW from the University of Illinois, and maintains a coaching practice based in Chicago: www.FamliyWealthDynamics.com
AiP thanks for Chicago Midwest Steering Committee
Chair:
Brian Kasal,
Four Star Wealth
Advisors, LLC Randi Belisomo,
Life Matters Media Kimm Dodaro,
Walter Joseph Group, LLC Randy A. Fox, EZ Charitable, LLC Curtis Wiedeman,
Mueller Financial Services, Inc.
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