You’re invited to join us for an incredible opportunity to earn free CLE credits while connecting with like-minded professionals!
The Community Foundation of Louisville and the Green River Area Community Foundation cordially invite you to the GRACF Advisor Seminar on June 12, at the Commerce Center in Owensboro, KY. This event promises to be a pivotal moment for professional advisors seeking to sharpen their expertise and broaden their networks.
The seminar will feature keynote speaker Laurie Beth Baird from Cerity Partners, who will present on “Tax Efficient Strategies for Charitable Giving” and “Women, Wealth, and Philanthropy”. Additionally, Emily Monarch from the Community Foundation of Louisville will discuss ethical and effective giving for attorneys and clients.
This is your chance to gain valuable insights into estate, tax, and charitable planning that will set you apart in today’s competitive landscape. Don’t let this opportunity pass you by—join us and take your professional advisory skills to the next level!
June 12, 2025
8:30 – 9:00 a.m. CDT – Registration and Continental Breakfast
9:00 – 12:00 p.m. CDT – Program
Commerce Center Building
100 W. 3rd St, 3rd Floor, Owensboro, KY 42303
Laurie Beth Baird from Cerity Partners works with individuals, families, and business owners to address complex estate, tax, and wealth planning matters. Laurie’s legal background and professional experience make her uniquely suited to provide wealth advisory services, helping clients reach personal and financial goals and build their own legacy.
Emily Monarch joined the Community Foundation of Louisville in 2024. As the Foundation’s Director of Gift Planning, Emily helps donors make a meaningful impact through philanthropy during their lifetimes and long after they are gone. With over a decade of experience in estate planning and administration, Emily understands that individuals aspire to leave an enduring legacy for future generations
https://www.eventbrite.com/e/2025-gracf-advisor-seminar-tickets-1325916785799?aff=oddtdtcreator
