Learn, Listen and Ask for Opportunities in Gifts
Presented by Scott Thomas, Founder and CEO of Stewardship Matters
We all need to get better at the value we provide others. In this program we will focus on ways we can learn more financial information that strategically opens up more money conversations that few others are asking. Including conversations over the trillions of dollars residing in tax deferred or qualified retirement accounts. How knowing a little more and asking the right questions can open up more gifts to donors' favorite charities - including yours!
About Scott: Scott Thomas is the founder of Stewardship Matters, Inc.; an advisory firm in Maitland, Florida. Scott is a Chartered Financial Consultant (ChFC= CFP+4 advanced courses) and Chartered Advisor in Philanthropy (CAP) having completed these studies at The American College. Scott is also a Certified Kingdom Advisor or CKA. He is past-president of Charitable Gift Planners of Central Florida and has been a member of the Board of Directors for the last 8 years.
Scott started his career as a financial advisor in 1986. Scott has a great passion for financial stewardship, wealth management and helping clients achieve their goals. Scott’s mission is “I work with people who are committed to greater financial clarity in order to gain peace of mind and to live a generous life.”
When: February 8, 2017 Time : 11:30 a.m. to 1:00 pm. Networking: 11:30 a.m.
*Program starts immediately at noon
United Way of Central Florida - Board Room 5605 U.S. 98 Highland City, FL 33846
Lunch is provided. Member: $12.50 - Non member: $15.00
An RSVP is required. RSVPS ARE DUE January 10th by noon. All registrations must be made online. Registration here now!
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