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The Sheridan - Johnson Community Foundati on (SJCF)And
The Wyoming Community Foundati on (WYCF)
Cordially Invite You to:
Intenti onal WealthAContinuingEducationConferenceforProfessionalAdvisors,TheirClients,andNonprofitBoardMembers
Date: Wednesday,June10,2015Time: 11:30AM–6:00PMPlace: SheridanCollege WhitneyAcademicCenter 3059CoffeenAvenue Sheridan,Wyoming82801
Entry fee of$100.
Includes lunch5 Hours of CE Credits
and a copy of“Intenti onal Wealth”
byCourtney Pullen.
Space is Limitedto 100 Participants
Intenti onal Wealth
10:30am to 11:45am Registration / Check-In / Pick up your Box Lunch / Whitney Academic Center Atrium
10:30am to 11:45am Book Signing by Courtney Pullen, Author of the book entitled: “Intentional Wealth”How Families Build Legacies of Stewardship and Financial Health.
Start Time Guest Speakers Title / Presentation
12:00 Noon Bernie Spielman / Master of Ceremonies Welcome - Protocol - For CE Credits
12:05pm Craig Showalter / President / WYCF about the WYCF
12:10pm Jay McGinnis Executive, Director YMCA Introduction of Give Sheridan, Wyoming Sheridan + Johnson Counties
12:15pm to 1:30pm Key Note Speaker
1st Hour of CE Courtney Pullen / Author “Intentional Wealth”
1:30pm to 2:30pm Paul Young / President / Sheridan College Higher Education &2nd Hour of CE The Future of Wyo
2:30pm to 3:30pm Mark Pierce / Cloud Peak Law Group NIIT Estate & Income3rd Hour of CE Tax Planning
3:30pm to 4:00 Break (Refreshments and Snacks)
4:00pm to 5:00pm Steven L. Olson/ Managing Director Guide to the Markets4th Hour of CE J.P. Morgan Asset Management
5:00pm to 6:00pm John Milliken / St Peter’s Episcopal Church Ethics5th Hour of CE
6:00pm Presentation of CE Certifi cates WYCF/Staff
Adjourn Conference
About the SJCF and WYCF
Schedule of Events
The SJCF seeks to make a difference in the quality of life for the present and future generations of the people of Sheridan and Johnson Counties by developing a charitable legacy to provide assistancetolocalnonprofitorganizations.TheSJCFisalocalboardoftheWyomingCommunityFoundation,theWYCFisastatewidenonprofitpublicfoundationwithtotalassetsinexcessof$100 Million. In 2014, the Community Foundation awarded more than $4.5 Million in grants to nonprofitorganizationsacrossthestate.ThemissionoftheWYCFistoconnectpeoplewhocarewith causes that matter to build a better Wyoming.
SJCF Board MembersDennis Kirven, Chair ~ Gary Havens ~ Donna Kinskey ~ Ada Kirven ~ Kim LoveWendyMartin~LollieBenzPlank~JerryPilch~BernardSpielman~SandraTodd
Jay McGinnis ~ Cynthia Chace Gray
12:15pm to 1:30pm Key Note Speaker
1st Hour of CE Courtney Pullen / Author “Intentional Wealth”
10:30am to 11:45am Book Signing by Courtney Pullen, Author of the book entitled: “Intentional Wealth”How Families Build Legacies of Stewardship and Financial Health.
Credits Pending Approval Through:• Wyoming State Bar Association• Wyoming Board of CPAs (granted in arrears)• Wyoming Insurance Department• CertifiedFinancialPlannerBoardofStandards• Investment Management Consultants Association• American Bankers Associations—ICB
To receive CE credit:Attendeeswillberequiredtosigninandoutforeachseminar.Certificatesofcompletionwillbeissuedattheendoftheevent.AttendeesareresponsibleforsubmittingtheirCEcertificatestotheirownorganizations,forCEcredit.
Ways to Register:Register Online: www.wycf.org. Click on the link for the Professional Advisor Conference.
Or
Register by Phone: Call WYCF and ask for Susan Day with your credit card information ready. Please mention you would like to attend the CE ConferenceforProfessionalAdvisorsandNonprofitBoardMembers.
Or
Register by Mail: Complete the Form BELOW and mail it with a check for $100 Payable to the WYCF by June 1.
Name: _____________________________________ Organization: ________________________
Organization: ____________________________________________________________________
Address: ___________________________________ City & Zip: _________________________
Phone: _____________________________________ Email: _____________________________
Please return this portion of the form, along with a check for $100 to:The Wyoming Community Foundation
1472 N. 5th Street, Suite 201Laramie, WY 82070
(307) 721-8300Online Registration Closes June 3
Register Now! Space is Limited!
Continuing Education Credits
Date: June10,2015Time: 11:30am–6:00pmPlace: SheridanCollege WhitneyAcademicCenter 3059CoffeenAvenue Sheridan,WY82801
1472 N. 5th Street, Suite 201Laramie, WY 82070
YOU’RE INVITED: Intentional WealthA Continuing Education Conference for Professional Advisors andNonprofitBoardMembers
Presented by:Sheridan-Johnson Community Foundation
Obtain 5 Hours of C.E. CreditsIncludes 1 Hour of Ethics
PRSRT STD
U.S. POSTAGE PAID
SHERIDAN, WY
PERMIT NO. 3200
RETURN SERVICE REQUESTED