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AFp Southern Colorado Chapter

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AFP SoCo's November 2017 Lunch and Learn Program: Partnering with Professional Advisors

  • Friday, November 17, 2017
  • 11:30 AM - 1:00 PM
  • Space Foundation, 4425 Arrowswest Drive, Colorado Springs, CO 80907

Registration

  • AFP SoCo member registration

Registration is closed

Join Financial Advisor Jeff Mohrmann from Morgan Stanley for a conversation about how he approaches financial planning conversations with clients around charitable giving and legacy planning, and how we on the charitable side can better partner with advisors to meet the needs of our donors. 

Online registration is closed. If you haven't registered but would still like to attend, please email Cari Karns at programs@afpsoco.org

Approved for CFRE Continuing Education Points Full participation in this program is applicable for 1.0 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.

For member registration, you must be a current member; after a 30-day grace period following the expiration of your membership, you will need to register at the non-member rate. Membership renewals are handled by AFP International at www.afpnet.org.

sponsored by Space Foundation

This event is sponsored by Space Foundation

AFP SoCo website

Contact Us:

AFP Southern Colorado Chapter
PO Box 231
Colorado Springs | CO 80901
info@afpsoco.org

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