Complimentary Luncheon
for Financial Advisors, Attorneys and Accountants
Topic: Donor Advised Funds Hosted by the Mequon Community Foundation

2020 is less than 80 days away! That means end-of-year planning discussions with your clients.
If you have charitably-inclined clients, Donor Advised Funds (DAFs) might be a part of your giving strategy. DAFs work like a charitable investment account, and provide an easy, flexible and tax efficient method of supporting qualified charities and foundations. Join us and our DAF experts for a complimentary lunch discussion on the suitability of DAFs, and why introducing MCF to your charitably-inclined clients might make sense.Special guest speakers:
- Matt Richmond, Principal Officer/LPL Financial Advisor, Richmond Investment Services
- Ryan Gray, LPL Financial Advisor and CFP, Richmond Investment Services
- Rich Behrendt, Estate Planning Attorney, Behrendt Law, LLC
- Derrick Hubbard, Tax and Accounting Manager, Integrated Management & Accounting
November
14
Sommer's Pavillion at River Barn Park
9808 N Cedarburg Road, Mequon, WI
Lunch will be catered by Shully's