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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.
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