Breakfast Insights: Partnering to Serve Clients Better
Breakfast Insights: Partnering to Serve Clients Better
Breakfast Insights: Partnering to Serve Clients Better
Designed for attorneys, accountants, financial and other professional advisors, Breakfast Insights will highlight the many ways DuPage Foundation can support your work with charitably minded clients. We’ll share the Foundation’s philanthropic services and explore a variety of giving options and strategies that can help clients maximize both their impact and their goals.
Join us for coffee, conversation, and practical insights you can put to work right away.
DuPage Foundation Professional Advisor Committee Members:
Sandy Higgins, JD, CFP
Michael Frigo, CPA, MS, CGMA
Mark Bubien
John Campbell
Neil Goltermann, JD
Brandy Harrington, CFP
Kathy Krochock
Jonathan Kruger, ChFc, CLU
Brien Nagle, JD, CPA
Natalie Perry, CPA, JD
Alice Wood, JD
Russell T. Zimmerman