About this Event
Join the Charitable Gift Planners of Northeast Indiana for another great networking and learning opportunity! Duncan Bowie, CFP® will be joining us from Phillips Financial to outline strategies for partnering with wealth managers to reach affluent, philanthropy-minded clients, focusing on the wealth management landscape and collaboration opportunities. You won't wan to miss this session!
Event Details:
WHERE: Parkview Field's Suite Level Lounge, 1301 Ewing St., Fort Wayne
PARKING: Free parking is available in the Silver Lot off Brackenridge St.
WHEN: 11:30am-12:00pm - lunch and networking | 12:00pm-1:00pm - Presentation
Presenter Bio:
Duncan Bowie, CFP®: Phillips Financial
Transitioning from providing advanced planning for high-net-worth individuals and their advisors in a large RIA, I now offer tailored financial guidance at Phillips Financial. My focus is on comprehensive planning, particularly in tax, estate, and trust areas, ensuring clients’ strategies align with their ambitions. I live in Fort Wayne with my wife, Gabrielle, and our daughter. I cherish cycling, I'm an avid podcast consumer, and I enjoy championing local businesses. My work is driven by a commitment to meaningful financial advice and the well-being of our community.
Event Venue & Nearby Stays
Parkview Field, 1301 Ewing Street, Fort Wayne, United States
USD 0.00 to USD 30.00