Professional Advisors Network Luncheon
Wednesday, September 28, 11:30 a.m. – 1 p.m.
2401 Lake Park Drive, Smyrna, GA 30080
Join the upcoming Catholic Foundation Professional Advisors Network luncheon. Come learn more about how the Catholic Foundation can work with you to help your clients achieve their charitable giving through current and planned giving and collaborating with your peers. Visit cfnga.org/events to register.
Hear from:
- Dave Cook, financial advisor, Edward Jones
Presenting on his experience finding ways to help clients take care of family members and create charitable legacy goals. - CFNGA board members
- Jody Foster, president, Symphony Consulting LLC
- Brent Herrin, managing partner, Small | Herrin, LLP
All professional advisors are invited to attend this luncheon. There will also be networking time.
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.