Monthly Lunch Program: Transfer of Wealth Brainstorm

When:  Jun 7, 2018 from 12:00 PM to 1:30 PM (PT)
Associated with  AFP CA, Yosemite Chapter

According to a 2017 study conducted by the Center for Rural Entrepreneurship, $8.4 billion is projected to transfer generations in Stanislaus County within the next 10 years.  Join Stanislaus Community Foundation CEO, Marian Kaanon, along with local fundraising professionals and professional advisors, to learn more about Transfer of Wealth and how local organizations are creating opportunity utilizing this vital data.   

Marian Kaanon has been President and CEO of the Stanislaus Community Foundation since 2012, overseeing a period of growth from $12 million in assets to more than $30 million today.  In 2006, Kaanon was named by The Modesto Bee as one of “20 Under 40” young civic leaders to watch, and in 2015 was named an Outstanding Woman for Stanislaus County.  She is active in Modesto Rotary Club, a Senior Fellow with the American Leadership Forum/Great Valley Chapter and a graduate of the Irvine New Leadership Network.

Louis Friedman’s law practice emphasizes the areas of Estate Planning, Finance, Business Organization, Succession Planning and Asset Protection.  He has vast experience advising family owned and closely held companies and has spent decades working in this field as a CPA, attorney and senior officer of a family-owned business.  Some of his local positions have included the Gallo Center for the Arts, Modesto Rotary Club, Sylvan Unified School District and the Stanislaus Business Forum Steering Committee

 



This presentation is eligible for 1 hour of CFRE credit!

CFRE_ContEd_Logo18.jpg2018_CE_Tracker_docx.docx


AFP membership not required!  Come have lunch with us and see what we’re all about!

Register below using PayPal or send an email to afpyosemite@gmail.com

AFP Members: $15.00; Non-Members: $20.00

Lunch will be provided

Deadline to register: Tuesday, June 5, 2018, 4:00 PM


Luncheon Program - Transfer of Wealth Brainstorm


AFP Yosemite Chapter
 Reservation/Refund Policy

If you register for the meeting and pay in advance via Paypal and are unable to attend, you will NOT receive a refund for your payment.

If you register in advance without paying and are unable to attend, you will be billed for lunch via PayPal invoice, due and payable on receipt.

 If you register and pay in advance but inform us of your inability to attend before the RSVP deadline we will refund your payment. Under the same circumstances if you don’t pay but let us know before the deadline, you will not receive an invoice.

We will not carry over your payment to the following month’s meeting.

You may designate another to attend in your place in order to retain the value of your registration. In the case where a non-member substitute is designated, that person must pay the balance of $5.00 to attend. 

Walk-ins, please note: Preregistered attendees will be given priority for lunch. If you don't register in advance, we are unable guarantee adequate food for everyone. You will be charged to attend. 

Location

Skewers
821 L Street
NOTE NEW ADDRESS
Modesto, CA 95354
Event Image