Beacon, The Innovators Roundtable
Beacon, The Innovators Roundtable Location and Hotel: Savannah, Georgia at the JW Marriott Savannah Plant Riverside District Ideal Wealth Firm...
11 events found.
Speaking Engagements
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Managing Risk in Private Foundations: Compliance Fundamentals
Private foundations face a specific set of rules and compliance risks. Proper legal guidance can help your organization avoid these...
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Helping Clients Get Charitable Giving Right – FPA 2023 Fall Symposium
Jeff and Steve will explore three key types of giving vehicles: private foundations, donor-advised funds, and charitable remainder trusts /...
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EPC Westchester featuring Jeff Haskell
City: Westchester, NY Organization: EPC Westchester
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EPC Colorado Springs featuring Jeff Haskell
City: Colorado Springs, CO Organization: EPC Colorado Springs
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AICPA Private Foundation Summit featuring Jeff Haskell
City: Virtual Organization: AICPA Private Foundation Summit
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FPA Wisconsin featuring Jeff Haskell & Erik Larsen
City: Milwaukee, WI Organization: FPA Wisconsin
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FPA Philadelphia featuring Justin Murphy
City: Philadelphia, PA Organization: FPA Philadelphia
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East Bay Estate Planning Council featuring Jeff Haskell
City: Oakland, CA Organization: East Bay Estate Planning Council
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Estate & Business Planning Council of Hartford featuring Jessica Donahue
City: Hartford, CT Organization: Estate & Business Planning Council of Hartford
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Philadelphia EPC featuring Jeff Haskell
City: Philadelphia, PA Organization: Philadelphia EPC
