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Join philanthropy strategist Laura Waller for a timely conversation about bridging the gap between what estate and financial plans accomplish and what clients actually want.In today's changing landscape, new philanthropic opportunities are emerging under OBBBA around both charitable and non-charitable provisions. Strategic philanthropy has become more than choosing the right assets at the right time in the right structure; it is about maximizing Return on Investment and Return on Life.
We’ll highlight the one question your clients have that no provision in the code can answer. (You'll have to attend to discover exactly what that question is.)
Through a real-world case study where a $250,000 tax trap in a private foundation became the doorway to multi-generational stewardship, Laura will show you what's possible when philanthropic capital is structured not just for tax effectiveness, but for endurance across generations.
You'll leave with a practical first step to open the discussion most clients are dying to have with their advisors, yet so rarely receive.
Featured Speaker:
Laura Waller
Planned Giving Director
The Salvation Army
Thursday, May 28, 2026
Agenda:
11:15 a.m. to 12:00 p.m. - Networking
12:00 - Plated Lunch begins**
12:15 p.m. -1:00 p.m. - Presentation
*Networking will begin at 11:15 a.m., with lunch service starting at 12:00 p.m. The presentation will begin promptly at 12:15 p.m.
**A vegetarian lunch option is available; please select your preference upon registering.
(Note: Upon entering the lobby, the Royal Palm Room is back to the left)
Member RSVP: No fee
Non-Member & Guest RSVP: $45
REGISTRATION IS REQUIRED
Sponsored by: Ph Financial Advisors
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Event Venue
Broadway Palm Dinner Theatre, 1380 Colonial Blvd, Fort Myers, FL 33907, United States
Tickets
Concerts, fests, parties, meetups - all the happenings, one place.
