IBO Member Bill Lee writes to say his company has an event coming up that may be of interest to other members: 

My company is sponsoring a webinar on private foundations, public charities and DAF's.    This webinar will provide one free Continuing Education Credit for attorneys, accountants, and CFP's.   If you are interested, let me know and I will send you the details to register.

Bill Lee
cell: (516) 330-9437
e-mail: lee.william22@gmail.com
https://www.linkedin.com/in/williamrlee

Details are below: 

We are pleased to invite you to a webinar on private foundations, public charities, and DAFs, presented by Northwestern Mutual’s Advanced Planning team. One FREE continuing education credit is available for attorneys, accountants, and CFP® practitioners. No state insurance credit will be offered.

Advanced Planning Presents:
Private Foundations, Public Charities,
and DAFs, Oh My!

Thursday, May 19, 2022

12:00-1:00pm CT (1:00-2:00pm ET; 11:00am-12:00pm MT;
10:00-11:00am PT; 8:00-9:00am HT)

SUMMARY: While everyone agrees that charitable giving is a good thing, the rules differ greatly for public charities, private foundations, and donor advised funds. Learn the different rules for the entities as well as donors. 

One FREE continuing education credit for attorneys, accountants, and CFP® practitioners. No state insurance will be offered.

SPEAKERS:

• Jennifer L. Urban, Esq, Attorney for Nonprofits - Legal for Good PLLC
Jenn Urban is a graduate of the University of Wisconsin-Madison as well as Ohio State University Moritz College of Law. After graduation, she served as a judicial law clerk to the Honorable Peggy L. Bryant, Tenth District Court of Appeals for the State of Ohio. Before transitioning to private practice, Jenn served four years as an Assistant Attorney General at the Office of the Ohio Attorney General in the Charitable Law Section. Jenn learned the importance of protecting charitable assets through investigation and enforcement. While an Assistant Attorney General, Jenn also regulated Ohio’s healthcare and nonprofit organization structures through the review of merger and acquisition transactions; mediated complex healthcare disputes and separations; lead an enforcement team; represented the State in administrative hearings regarding charity gaming license suspensions and revocations; and executed/upheld settlement agreements.

Jenn also honed her nonprofit business acumen while serving as the Executive Director of a Minnesota nonprofit with business operations in three (3) states. She is currently active in the Minnesota and Ohio legal communities, enjoys teaching and speaking at legal education seminars, is an adjunct professor leading the nonprofit law clinic at the University of St. Thomas School of Law, and is a member of numerous prominent local legal organizations. Jenn is dedicated to providing each of her clients with education, creative solutions, and reliable advice.

Education: Ohio State University of Wisconsin – Madison (bachelor’s degree in political science and international relations) Ohio State University Moritz College of Law Business.

• Patrick J. Horning JD, CLU®, CFP®, Senior Director – Advanced Planning, Northwestern Mutual
Patrick Horning worked in a boutique law firm specializing in business and real estate law for four years before joining Northwestern Mutual in 2000. Patrick is a regular presenter at many of Northwestern Mutual’s schools and seminars, including Advanced Planning Presents. He is also a national speaker at industry conferences and estate planning councils. He frequently consults with Northwestern Mutual Financial Representatives and other professional advisors on estate, business, retirement and income tax planning and nonqualified employee benefits.

Patrick’s professional memberships include the American Bar Association, Wisconsin Bar Association, Milwaukee Bar Association and the Federal District Court for the Eastern District of Wisconsin.

Education: Marquette University (bachelor’s degree in history and political science); Marquette University Law School.


Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame logo), which it awards to individuals who successfully complete initial and ongoing certification requirements. Legal for Good, PLLC  is not a partner of or affiliated in any way with Northwestern Mutual. For more information please visit www.northwesternmutual.com.