Lunch buffet & networking -- 11:30 AM

Brief chapter business program -- 11:50 AM

Program starts at 12 Noon

Non-Profit and Charitable Entity Challenges Resulting from the Tax Cuts and Jobs Act of 2017

Join us for lunch August 15 and you will learn:

• What impact might the recent tax law changes have on charitable gifts
• What strategies should you know when asking donors for organizational support
• How can your donors' gifts still benefit their financial plan

Our presenter will be Dan Miller, CFP - President of Miller Financial Group  Dan has more than 20 years combined experience in the banking and financial services fields, and has been with Miller Financial Group, Inc., since 2004. Along with his wife Denise, Dan purchased the firm in January 2013.  He graduated from the Missouri School of Banking and earned a bachelor’s degree from Kansas State University in animal science with a business minor. He’s obtained his Securities registrations for Series 6, 7, 63, 65 and is licensed in Life, Health & Disability Insurance. He is also a graduate from the College for Financial Planning and earned the CFP® designation as a CERTIFIED FINANCIAL PLANNER™ professional in 2008.

Dan is a published author having contributed industry-related articles and wrote his first book, Retirement Built to Last: Planning for When the Paychecks Stop. The book was written to help retirees, and those approaching retirement, understand the importance of having a retirement income plan tailored to their situation.

He and his wife Denise have two grown children, Jackson and Andrea. They enjoy spending time with their family going to sporting events, tailgating at college football games, and spending time with both sides of their family and their friends. Dan also enjoys staying connected with his family’s registered Angus cattle operation and helping out when he can. Denise and Dan also enjoy traveling to the Colorado mountains, the Black Hills, and the Lake of the Ozarks whenever they get a chance.

This program will provide one hour of CFRE credit.

Register online - or via e-mail to [email protected].  We hope to see you there!