April 13, 2017 Meeting

When:
April 13, 2017 @ 9:45 am – 1:15 pm
2017-04-13T09:45:00-05:00
2017-04-13T13:15:00-05:00
Where:
Ces & Judy's Catering
10405 Clayton Rd
Frontenac, MO 63131
USA
Contact:
Saint Louis Planned Giving Council
(314) 416-2235

Register Online!

Morning Session: Motivate Your Donors to Take Action on a Legacy Gift
Speaker: Daniel L. Prosser, CFP, Donor Motivation Program of St. Louis

Registration & Networking: 9:30 a.m. – 10:00 a.m.
Program: 10:00 a.m. – 11:30 a.m.

Put on your “donor cap” and see a presentation through the eyes of your donors. Don’t miss this valuable insight on how to share the concept of Legacy Giving with those who love your organization.

This session has been approved for 1.25 CFRE Continuing Education Points.

Lunch Session: Long Term Care Insurance Can Be Used for Planned Giving…
Speakers: Bruce Colbeck, Michael McMurtrey & Raegan Whitaker, Wells Fargo Advisors

Registration & Networking: 11:15 a.m. – 11:45 a.m.
Lunch & Program: 11:45 a.m. – 1:30 p.m.

Come learn about some of the crazy assets that can be gifted that you never heard of before!

About Our Speakers
Bruce Colbeck
is a Vice President at Wells Fargo Advisors.

Michael McMurtrey is dedicated to providing exceptional service to his clients. With over 20 years’ experience in the brokerage and securities industry, he has a successful career working with both businesses and individuals. Michael specializes in working with small-business owners, individuals nearing and in the early stages of retirement and family foundations. Michael joined Wells Fargo Advisors with a clear vision of providing a client service commitment that is second to none, coupled with a practice that is solution rather than product based.

Michael was born and raised in St. Louis, Missouri. He earned his pilot’s license while attending Parks College and then went on to earn a Master of Finance degree from Saint Louis University. Before joining WFA, Michael ran an investment management company where he was instrumental in developing a mathematically-based investment process. In addition, he spent 15 years at a financial services firm offering investment advice to various mutual funds, pension funds and registered investment advisors.

Michael is actively involved in the charitable and planned giving areas of his community. He currently serves on the board of various non-profit organizations including Places For People and the Saint Louis Planned Giving Council. He is also actively involved in his church.

When not working, Michael spends his time with his wife, Mary, and their young daughters. For exercise he enjoys running Forest Park and bicycling. A self-described “ragtop” guy, Michael hopes to once again drive the classic convertible collecting dust in his garage. In the meantime, he’s best known around his house as the guy who makes the really great waffles.

Dan Prosser is the St. Louis consultant for the Donor Motivation Program. The Donor Motivation Program is a national organization assisting non-profits with limited budgets in the development of successful planned giving strategies.

Dan is a well-known financial educator in the St. Louis area. Over the last 30 years he has conducted presentations to over 2,000 people on the following topics: “Estate Tax Reduction,” “The Top Ten Mistakes Investors Make with Finances,” “The 7 Most Influential Planned Giving Trends,” and “How to Build High Trust Relationships.” He has also provided continuing education classes for financial professionals.

Dan is a gift communicator with a passion for helping people think about their wealth from a new perspective. His work with the Donor Motivation Program allows him to give back to the community by helping non-profits multiply the results of their planned giving programs while forging strong relationships with their donors. Dan and his wife, Nikki, have experienced the tremendous impact that non-profits have on families. In 1999, their son, Zach, spent months in hospitals following a serious injury. Zach is a quadriplegic and lives independently in Florida today because of what he learned through a number of powerful non-profit organizations.

Dan believes that you will find his insights valuable as we all strive to become more effective in communicating with donors.

Raegan Whitaker is a Financial Advisor at Wells Fargo Advisors.

Meeting Fees:
Morning Session – $25 Members/$30 Non-Members
Lunch Only – $25 Members/$40 Non-Members
Morning & Lunch – $45 Members/$65 Non-Members

Click here to register!