BEGIN:VCALENDAR
VERSION:2.0
PRODID:-//Charitable Gift Planners of Austin - ECPv6.15.20//NONSGML v1.0//EN
CALSCALE:GREGORIAN
METHOD:PUBLISH
X-ORIGINAL-URL:https://cgpaustin.org
X-WR-CALDESC:Events for Charitable Gift Planners of Austin
REFRESH-INTERVAL;VALUE=DURATION:PT1H
X-Robots-Tag:noindex
X-PUBLISHED-TTL:PT1H
BEGIN:VTIMEZONE
TZID:America/Chicago
BEGIN:DAYLIGHT
TZOFFSETFROM:-0600
TZOFFSETTO:-0500
TZNAME:CDT
DTSTART:20220313T080000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0500
TZOFFSETTO:-0600
TZNAME:CST
DTSTART:20221106T070000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:-0600
TZOFFSETTO:-0500
TZNAME:CDT
DTSTART:20230312T080000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0500
TZOFFSETTO:-0600
TZNAME:CST
DTSTART:20231105T070000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:-0600
TZOFFSETTO:-0500
TZNAME:CDT
DTSTART:20240310T080000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0500
TZOFFSETTO:-0600
TZNAME:CST
DTSTART:20241103T070000
END:STANDARD
END:VTIMEZONE
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20231204T120000
DTEND;TZID=America/Chicago:20231204T120000
DTSTAMP:20260414T145433
CREATED:20221205T155806Z
LAST-MODIFIED:20231116T205044Z
UID:14612-1701691200-1701691200@cgpaustin.org
SUMMARY:Helping Donors with Charitable Giving\, from the Financial Planner’s Perspective
DESCRIPTION:Topic: Helping Donors with Charitable Giving\, from the Financial Planner’s Perspective.\nSpeakers: Cass Grange and Rey Garza\n  \nCass Grange and Rey Garza have a combined 50 years in the financial advisory business.  They help clients with donor advised funds\, Qualified Charitable donations\, and estate planning. They have some easy ideas to implement\, that do not take a law degree or a huge budget. They also will share suggestions and some war stories about dealing with wealthy clients. \n \nRey Garza\nRey Garza is a Certified Financial Planner\, CFP®\, Associate Vice President with Ameriprise Financial\, LLC. He has 15 years experience in wealth management\, retirement and estate planning. He began his career in the financial services industry over 20 years ago in property and casualty insurance. He has an Economics degree from the University of Texas at Austin specializing in Industrial Organization and a minor in Mathematics. \n  \n  \n\nCass Grange\nFinancial Advisor \nCass Grange has been in the financial services industry for 28 years\, but before that she spent eight years in higher education development work\, at two Catholic universities working with major donors. While at St. Edward’s University\, she became a member of the Planned Giving Council of Central Texas.  As a founding partner of Watercolor Financial\, she enjoys helping clients with their philanthropic giving and their estate planning. \n  \n  \n  \nRSVP for this luncheon
URL:https://cgpaustin.org/event/helping-donors-with-charitable-giving-from-the-financial-planners-perspective/
CATEGORIES:2023 Monthly Luncheons
END:VEVENT
END:VCALENDAR