10405 Clayton Rd
Frontenac, MO 63131
2017 Saint Louis Legacy Awards Celebration & Luncheon
Thursday, September 14, 2017
Click here to register!
Join us on Thursday, September 14th, for the Tenth Annual Saint Louis Legacy Awards Celebration. Tickets for the luncheon are available for $50 per person. Please bring donors, board members, and professional advisors who work with your organizations as your guests!
Please join us as honor Donor Award Recipients:
Susan Shepherd Ittner
With Guest Emcee
Reporter/Producer, HEC-TV (The Higher Education Channel)
former Education Reporter at KSDK-TV and KTVI-TV
The Saint Louis Planned Giving Council presents the Saint Louis Legacy Awards to recognize the power of planned giving in transforming our community and the world.
Mixing Education & Celebration with an Educational Morning Session
“Look to the Future for Answers: Helping People Figure Out Their Legacies”
Registration & Networking: 9:45 a.m. – 10:00 a.m.
Program: 10:00 a.m. – 11:30 a.m.
Tap into the expertise of Commerce Trust Company for insights on helping individuals navigate their estate plan decisions – not only on wealth and taxes, but also elder care provisions, life and long-term care insurance, and social security benefits. All while addressing family situations and dynamics throughout key life stages. And, of course, their charitable gift strategies!
Vice President of Wealth Management Jack Stapleton will moderate a panel discussion featuring four of his Commerce colleagues:
- Guy Hockerman, CPA, CFP, Senior Vice President – Financial Planning
- Tom Bassett, JD, CPA, Vice President – Tax Manager, East Region
- Connie Moore, Asst. Vice President, Personal Services
- Chris Ward, Senior Vice President – Financial Advisor and Insurance Specialist
This session has been approved for 1.25 CFRE Continuing Education Points.
9:45 a.m. – 10:00 a.m. Morning Session Registration
10:00 a.m. – 11:30 a.m. Morning Session Program
11:30 a.m. Honoree Reception & Buffet Service
12:00 p.m. Awards Presentation
Legacy Awards Ticket – $50
Morning Session Only – Member-$25 | Non-Member-$30
Morning Session & Legacy Awards Luncheon – Member-$75 | Non-Member-$80