Professional Advisor Events

Professional Advisor Events

2017 EVENTS

February

The Community Progress Report: Measuring the Wellbeing of Greater New Haven

 Panelists:

  • Mark Abraham, Executive Director, DataHaven
  • Marcella Nunez-Smith, MD, MHS, Associate Professor, Yale School of Medicine and Yale School of Public Health
  • Ellen Shemitz, JD, Executive Director, Connecticut Voices for Children

Thursday, February 2, 2017
8:45 - 10:00 am

RSVP  by January 27, 2017

The Community Foundation for Greater New Haven
70 Audubon St., 4th Floor, New Haven

Sponsored by The Community Foundation for Greater New Haven and the Jewish Foundation of Greater New Haven.


2016 EVENTS

November

A Future Full of Possibilities:  Building Charitable Capital

Guest Speaker:
Michael Miller
Managing Director
Colonial Consulting LLC

 

Tuesday, November 1, 2016
8:00 - 9:30 am

Sponsored by The Community Foundation for Greater New Haven


June

Professional Advisor Networking Reception

Kick off the summer with us and celebrate the opportunity to network with your colleagues after work at Stony Creek Brewery in Branford. 

Monday, June 27, 2016
5:30 - 7:00 pm

Stony Creek Brewery
5 Indian Neck Rd., Branford

RSVP by June 17th. 

Sponsored by:

 

The Community Foundation for Greater New Haven, Jewish Foundation of Greater New Haven, Branford Community Foundation, Guilford Foundation and The Madison Foundation.

 


February

At The Crossroads of Demographics & Economics
The Baby Boom:  Sixty Years In

Guest Speaker:
Mark K.W. Gim
Sr. Executive Vice President,
Wealth Mgmt. & Treasurer
The Washington Trust Company

Wednesday, February 24, 2016

5:00 - 7:00 pm

Sponsored by:


Subsidiary of The Washington Trust Company, division of Washington Trust Wealth Management

Jewish Foundation of Greater New Haven 
Valley Community Foundation 
The Community Foundation for Greater New Haven

 


2015 EVENTS

June

Professional Advisors Happy Hour

at Thali, 4 Orange Street, New Haven

Sponsored by the Jewish Foundation of Greater New Haven, the Valley Community Foundation and The Community Foundation for Greater New Haven. 

Click on the image below to see photos from the event

January

Structuring Life Income Gifts Using Retirement Plan Assets

with Timothy J. Prosser
Kaspick & Company, LLC

Sponsored by The Community Foundation for Greater New Haven, The Jewish Foundation of Greater New Haven and The Valley Community Foundation.


For more information about these Professional Advisor events or how to partner with The Community Foundation to help your clients achieve their philanthropic goals, please contact:

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New Haven, CT 06510
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Contact

203-777-2386
ContactUs@cfgnh.org

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