Southfield, MI: Charitable Giving and Donor Advised Funds

Jan 17, 2018 06:00pm -
Jan 17, 2018 08:00pm

Event Description

 

 

The Michigan Chapter of the American Academy of Attorney-CPAs invites you to:

 
 

Charitable Giving and Donor Advised Funds

 

Wednesday, January 17, 2018

6:000 p.m. - 8:00 p.m.

 

 

Speaker:

Michael D. Oleszkowicz, CFP®, CRPC®

UBS Financial Services

Program Description

Maximizing the impact of charitable giving requires success at multiple stages. Households must figure out how to donate the right amount in an efficient manner, at the right time, to the right organizations. Stewards of charitable assets, like private foundations, donor-advised funds, and endowments, must

also invest those assets appropriately to accomplish their goal.

 

Learning Objective

Explore the many different forms of charitable giving and the differences between them.

 

About the Speaker

 

Michael D. Oleszkowicz, CFP®, CRPC®

Vice President of Wealth Management, UBS Financial Services

 

Mike has been with UBS for 15 years and has over 18 years of industry experience.  For 8 years, he served as a Wealth Management Retirement Consultant helping UBS Financial Advisors and clients across the country build retirement income and longevity plans and has been an industry speaker and author on various retirement planning topics. Mike believes that the most effective client relationships start with a comprehensive financial plan rather than a product, and that only through detailed discussions with each client about their individual needs, goals and constraints can a Financial Advisor provide appropriate solutions.

 

As a member of the Norris Wealth Management Group, he specializes in retirement income and longevity planning, helping clients get to and through retirement.  Mike works closely with the team to build income and estate planning strategies to meet our clients' goals, incorporating measures to ensure these goals are protected from unplanned events.

 

Mike holds a master's in business administration and a bachelor's degree in aviation.  Mike is also a Certified Financial Planner™ (CFP®) and a Chartered Retirement Planning Counselor (CRPC®).  Mike is married to Heather and they have four grown children.

 

Date & Time

Wednesday, January 17, 2018 

6:00 p.m. - 8:00 p.m.

 

Location

Meriwether's, 25485 Telegraph Rd, Southfield, MI 48033

 

Education

1.0 credit of Continuing Professional Education (CPE) for Certified Public Accountants (CPA) in Business Law

 

Admission

$40.00 AAA-CPA Members; $50.00 Non-Members and Guests

*Not an AAA-CPA member? Join now and attend this chapter meeting for free! 

 

Who Should Attend: Attorneys, Certified Public Accountants, Business Professionals

 

Registration

Registration is appreciated by Friday, January 12, 2018.

Please call 888-ATTY-CPA ext. 2 or email klivingston@attorney-cpa.com with any questions.

 

 

AAA-CPA continuing education programs are designed to meet the needs of Attorneys and CPAs and to qualify for credit both as CPE and (M)CLE. Of course, the decisions of various state authorities determine the actual credit granted. Prerequisites: None. Advanced Preparation: None. Program Level: Overview. Delivery Method: Group-Live.

 

The American Academy of Attorney-Certified Public Accountants, Inc. (AAA-CPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org

 
 
 

         
 

Event Type:Chapter Meeting
Early registration ends on Dec 19, 2017.
Regular registration starts on Dec 20, 2017 and ends on Mar 04, 2018.
Late registration starts on Mar 05, 2018.