The Catholic Foundation Professional Advisors Network brings together estate planning attorneys, accountants, financial planners, wealth managers and insurance advisors to promote collaboration, education, and leadership in current and legacy giving among their Catholic clients.
We are hosting a luncheon for any professional advisor (Catholic or non-Catholic) who would like to learn more about the Catholic Foundation and how we can partner with them as they work with their Catholic clients. The luncheon is Thursday, September 26 from 11:30 a.m. to 1:00 p.m. at the Chancery in Hall C.
Welcome will be given by Bishop Konzen. Presenters include John Ripoll, Senior Vice President and Wealth Advisor with Wells Fargo Private Bank and Brent Herrin, Attorney at Law with Small | Herrin.
If you are interested in attending the luncheon or if you have a Catholic associate or parishioner who would be interested, please visit www.cfnga.org/events/ to register.
To learn more about how we work with Professional Advisors, please go to www.cfnga.org/advisors/.
If you have any questions about the Catholic Foundation Professional Advisors Network, please contact Juliet Greco at firstname.lastname@example.org or call the Foundation at 404.497.9440.