Continuing Education Series for Professional Advisors & Unwind Thursday
DuPage Foundation and DuPage County Bar Association present Continuing Education Series for Professional Advisors & Unwind Thursday. Philanthropic Strategies: Where the Heart & Head Intersect
Program is as follows:
4:00 – 5:00 p.m. Educational Seminar
5:30 – 7:30 p.m. Cocktails & Hors d’oeuvres
Join DuPage Foundation and DuPage County Bar Association for an educational seminar in which John Sleeting, Executive Partner for Clearwater Capital Partners, a Multi-Family Office Wealth Management Firm, will discuss philanthropic strategies which are often incorporated by estate planning professionals, addressing the objectives of families as they create their desired legacies. The heart of a family must be addressed intentionally through purposeful and sustainable structures. Clearwater Capital strives to integrate life and legacy financial planning, management, governance, and succession to fulfill family intentions through intelligent design. Mr. Sleeting has served on Public & Private Charity Boards, and in addition to Corporate Boards, he currently serves on multiple family private grantmaking and operating charities as he leads Clearwater Capital’s Family Office Services.
Investment Advice offered through Clearwater Capital Partners a Registered Investment Advisor.
For questions, please contact Yashica Weeks, CFRE, CAP®, director of gift planning, at firstname.lastname@example.org or 630.598.5288. Please register by Wednesday, August 9.
Note: This program has been approved for one hour of ABA, CFP and CPE credit.