7701 Forsyth Blvd
St. Louis, MO 63105
How “Magic White Paper” Can Help Craft Your Donors’ & Clients’ Legacy Stories
James D. Maher, CEPA®, CRPC®, CRPS®, AIF®, C(k)P®, CFP®
Chief Executive Officer & Founder
Archford Capital Strategies
Interested in insights on understanding, inspiring and motivating donors and clients to be givers? James D. Maher, CEO of Archford Capital Strategies, will share his proven process for introducing the topic of charitable legacy with donors and clients. His 20+ years of working with people of all levels of wealth has taught him many lessons in effective communication – particularly about how to bring up supporting nonprofit missions not only in lifetime, but also as beneficiaries in estate plans. Jim’s wealth management firm is adept at helping individuals achieve their charitable and estate goals in ways that are cost effective, easy to manage, and that provide flexible options for their philanthropic objectives. Come hear how he does this seamlessly using “magic white paper.” It’s easier than you may think!
This session has been approved for 1.0 CFRE Continuing Education Points and 1.2 CLE credit hours from The Missouri Bar.
Jim Maher, an attorney and CPA by training, is the CEO and founder of Archford Capital Strategies, an independent wealth management firm named to the Financial Times 300 Top Registered Investment Advisors, serving the Midwest with over $650 million of assets under management. Jim has brought together an exceptional team of advisors with more than 35 advanced degrees, professional designations, accreditations and certifications. Believing that the most important asset for the business owner is the employees themselves, Jim has earned three of the highest certifications obtainable in the retirement-plan benefit area. These designations help him to efficiently design and implement retirement plans for the key stakeholders of the business and participants. He also has worked to create a network of professionals to assist business owners with a wide range of solutions for business continuation or succession planning – including ESOPs, management buyouts, and third party sales. As a Certified Exit Plan Advisor (CEPA®), he works with business owners, attorneys, CPAs, business valuation specialists, marketing professionals and employee education companies to establish resources for business owners in transition. As an award-winning, nationally recognized authority in estate planning, business transition and philanthropy for closely held business owners, he is a sought after trainer and presenter. Maher holds a bachelor’s degree and a law degree from the University of Missouri-Columbia, and is a member of the The Missouri Bar, the National Center for Employee Ownership, and Vistage. He is president of the St. Louis Chapter – Exit Planning Institute and serves on the Leadership Council of Southwestern Illinois. In 2009, Maher received the Saint Louis Planned Giving Council’s Saint Louis Legacy Award for Professional Advisor.
11:15 a.m. Registration & Networking
11:45 a.m. – 1:15 p.m. Luncheon & Program