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: