Professional Advisor Presentation

The Williamsburg Community Foundation and Mason Investment Advisory Services, Inc. Present:

Save, Invest and Give: Help Your Clients Meet Their Charitable Goals in Uncertain Times and Volatile Markets

– Are your clients considering donating assets to charity but are not sure whether it is the appropriate time do so?
– Do your clients worry about market volatility?
– Do your clients know how a Community Foundation might fit into their charitable plans?

Presenters will discuss concepts related to financial independence, charitable instruments and giving. In addition, presenters will discuss market volatility and how a diversified portfolio may help their clients manage their expectations of long-term performance.

Date, Time, Location:
October 20, 2017
8:30-9:00 a.m. Registration and Light Continental Breakfast
9:00-11:00 a.m. Continuing Education Session

Thomas Nelson Community College
Workforce Development Center
4135 Ironbound Road, Suite C
Williamsburg, VA 23188
757-865-5882

At this session, participants will:
– Be exposed to a Financial Capital Model that may help your clients to better plan their charitable giving
– Learn about market volatility and gain a historical perspective of investment markets
– Discover ways in which asset allocation plans can help to minimize portfolio risk
– Gain knowledge related to how financial planners work with their clients

Who should attend?
Estate Planning Attorneys, Certified Public Accountants, Certified Financial Planners, Bank Trust Officers and Insurance Agents with clients who may have an interest in philanthropy now or in the future.

To register, please contact:
Ginny Gasink
Development & Communications Officer
Williamsburg Community Foundation
1323 Jamestown Road, Suite 103
Williamsburg,  VA 23185
757-259-1660 (phone)
757-259-1227 (fax)
[email protected]
www.williamsburgcommunityfoundation.org

Fee: $0

Continuing Education Credits*:
CPAs may earn 2 CPE credits – Economics (1) and Finance (1). Please see below for more NASBA related information.
Bank Trust Officers may earn 2 CTFA credits – FP (1) and Tax (1)
Certified Financial Planners may earn 2 continuing education credits
Attorney legal education credits are pending
Insurance Agents may earn 2 continuing education credits
*All continuing education credits are pending approval

For information related to complaints, please contact:
Will Thorpe
Chief Marketing and Development Officer- Institutional Division
Mason Investment Advisory Services, Inc.
(703) 716-6000

For full details, visit https://masoncompanies.com/credits/wcf/