GTCF is hosting its annual Professional Advisor Breakfast on Tuesday, November 8, 2022 in the Elks Lodge at Allenmore Golf Course. Join us as we welcome Ashley Velategui of Alliance Bernstein Wealth Strategies Group to present on "Threading the Needle: Key Considerations When Donating Business Interests to Charity."

Many business owners feel enduring gratitude to the communities that have supported them along the way. And these strong community ties often foster a desire to give back. Donating an interest in a closely held business prior to an exit can serve as a “win-win” approach. It strengthens the charity’s ability to make an impact while securing significant tax savings for the business owner. But such a strategy involves many intricacies. Ultimately, charitable planning for a philanthropically inclined family with a closely held business requires careful timing and expert, personalized advice to ensure the plan’s success.

At this session, we will explore:

Identifying values and prioritizing goals and objectives
Who should be on your team
Key factors that influence potential success
Rules and limitations associated with contributions of business assets
Choosing a giving strategy
Case studies

Special Note: This will be Evelyn Ryberg’s final time hosting the Professional Advisor Breakfast for GTCF as she will be retiring at the end of the year. Please join us at this event to thank Evelyn for her years of dedication to advancing philanthropy in our region and congratulate her as she begins a new chapter in her life.

Time: 7:30-9:30 am

Breakfast and Networking: 7:30-8:00 am

Program: 8:00-9:30 am

Cost: This is a free event with limited seating. Please register on this page to reserve your spot!

This event will offer the following approved Continuing Education Credits:

1 CE Credits

1 CLE Credits

Certificate of Completion for 1 hour provided for CPE

Featured Speaker: Ashley Velategui, CFA, Senior Vice President, Director, Wealth Strategist

Ashley E. Velategui is a Senior Vice president in Bernstein’s Wealth Strategies Group and is based in the firm’s Seattle office. She works closely with high-net-worth families and individuals and their professional advisors on a variety of complex investment planning issues, including pre-transaction planning, multigenerational wealth transfer, retirement planning, philanthropy, and diversification planning for holders of concentrated portfolios. Ashley joined the firm in 2007 and began working with the Wealth Strategies Group in 2011, serving as an analyst and senior analyst before becoming an Associate Director in 2014. She earned a BA, magna cum laude, in mathematics and economics from Whitman College and is a Chartered Financial Analyst charterholder.

GTCF PHOTO RELEASE NOTICE

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You can opt out of having your likeness used in photos as detailed above. To opt out, please:

Place the sticker provided to you at registration on your event name tag. The photographer will not take photos of anyone with a sticker. Photos that may include faces or identifiable features of anyone with a sticker in the background will not be used or distributed.

Registrations are closed

GTCF Professional Advisor Breakfast 2022