Join us for “Top Ten Charitable Mistakes Made by Donors or Their Advisors,” a presentation by independent philanthropy advisor Richard “Rick” Peck, CFP®, CAP®, ChFC®, IPA®.
The program has been approved for one hour of Pennsylvania Continuing Legal Education credit.
Couvert: $36
Register by Monday, November 9.
Space is limited and advance registration is required.
EVENT DETAILS
Date & Time:
Tuesday, November 17
5:30 – 7 p.m.
5:30 – 6 p.m: Sign-in, networking, drinks and hors d’oeuvres
6 – 7 p.m: Program
Location:
Fox Rothschild LLP
Two Commerce Square
2001 Market Street, 17th Floor
Philadelphia, PA 19103
ABOUT RICHARD “RICK” PECK,
CFP®, CAP®, ChFC®, IPA®
Richard “Rick” Peck, CFP®, CAP®, ChFC® , IPA® is an independent philanthropy advisor with Richard C. Peck Consulting, LLC, who works with nonprofits, donors, and professional advisors. Peck is also the founder of The Philanthropy Guy®, an emerging, leading-edge charitable giving resource hub featuring a weekly podcast (“Money to Give” on Apple Podcasts), a weekly newsletter, and an interactive website.
ADDITIONAL INFORMATION
- The evening will include drinks and kosher catering from A La Karte, under the supervision of Keystone K.
- Please arrive by 6 p.m. to hear the speaker.
- For security purposes, advance registration is required.
- Government IDs are subject to verification and bags are subject to search
- By attending this event, you agree to the Jewish Federation of Greater Philadelphia’s terms and conditions.
- Please email events@jewishphilly.org or call 215.832.0533 for any event-related questions.
About Professional Advisors Network
The Professional Advisors Network comprises industry experts in estate planning, insurance, accounting, financial advising, wealth management and allied professions. The network is an initiative of the Jewish Community Foundation, a branch of the Jewish Federation of Greater Philadelphia. For more information, click here or contact Senior Philanthropy Officer Sonya Aronowitz at saronowitz@jewishphilly.org or 215.832.0574.
Jewish Community Foundation Leadership
Susanna Lachs Adler
Co-Chair
Karen Kramer
Co-Chair
Amy S. Ufberg, Esquire
Professional Advisors Network Chair
Jennifer Brier, Esq.
Chief Planned Giving Officer
Max Moline
Foundation Director
Sonya Aronowitz
Senior Philanthropy Officer
Professional Advisor Network Committee
Amy S. Ufberg, Esq., Chair
Alexandra Bauer
Lawrence Chane
Alexandra Freedman
Kim Heyman
Scott Isdaner
Michael Kirsh
Andrew Klazmer
Matthew Levitsky
Amy Shkedy
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