Thursday, October 10, 2019
"There are two ways of being creative. One can sing and dance. Or one can create an environment in which singers and dancers flourish.” ~ Warren Bennis
While supporting causes we believe in can be a great source of joy, significant donations create anxiety where we’re worried about making mistakes or limiting options. Tad Gray, CFP®, CIMA® will bring his unique perspective as both a wealth manager and non-profit leader to this conversation about meaningful giving. During this conversation, you’ll learn about:
• Aligning personal and family values with giving plans
• Cultivating a family spirit of stewardship
• Charitable Giving and the Tax Cuts and Jobs Act of 2017
• Benefits of a Donor Advised Fund
• Giving from Individual Retirement Accounts
• Legacy planning
• Personal financial planning
• Socially Responsible Investing
Speaker Bio:
Tad Gray, CFP®, CIMA® (WG’93) is a wealth advisor with Buckingham Strategic Wealth where he helps clients create strategic charitable plans that take care of what’s most important to them. He also serves as board president for the non-profit Fifth House Ensemble where he helps the group’s artists realize their vision and tend to what’s important to our donors. He received a music degree from the University of Colorado and enjoyed further musical studies at Aspen, Banff, and Yale. After earning an MBA from the Wharton School, he served in leadership and business development roles in corporate banking, derivatives, and capital markets with Bank of America and Wells Fargo. Tad lives in Wilmette with his wife, a violinist and music teacher. As a clarinetist, he enjoys playing chamber music with his musical family and others.
EVENT DETAILS:
DATE: Thursday, October 10, 2019
Pre-Pay REGISTRATION DEADLINE: Wednesday, October 9, 2019 at noon.
TIME: 7:00-8:30 am
LOCATION: Max & Benny’s (Brookside Shopping Center), 461 Waukegan Road, Northbrook, IL 60062
COST: Please prepay
Pre-paid $20.00
Walk-in tickets at the door: $30.00
NORTH SHORE BREAKFAST FUTURE DATES:
We meet the second Thursday morning of every month. If you would like to present or have a suggestion for a presenter, please contact [email protected].
