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The Sheridan - Johnson Community Foundaon (SJCF) And The Wyoming Community Foundaon (WYCF) Cordially Invite You to: Intenonal Wealth A Connuing Educaon Conference for Professional Advisors, Their Clients, and Nonprofit Board Members Date: Wednesday, June 10, 2015 Time: 11:30 AM – 6:00 PM Place: Sheridan College Whitney Academic Center 3059 Coffeen Avenue Sheridan, Wyoming 82801 Entry fee of $100. Includes lunch 5 Hours of CE Credits and a copy of “Intenonal Wealth” by Courtney Pullen. Space is Limited to 100 Participants Intenonal Wealth

Intenti onal Wealth A Conti nuing Educati on Conference ......Jun 15, 2006  · 1:30pm to 2:30pm Paul Young / President / Sheridan College Higher Education & 2nd Hour of CE The Future

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Page 1: Intenti onal Wealth A Conti nuing Educati on Conference ......Jun 15, 2006  · 1:30pm to 2:30pm Paul Young / President / Sheridan College Higher Education & 2nd Hour of CE The Future

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

Page 2: Intenti onal Wealth A Conti nuing Educati on Conference ......Jun 15, 2006  · 1:30pm to 2:30pm Paul Young / President / Sheridan College Higher Education & 2nd Hour of CE The Future

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.

Page 3: Intenti onal Wealth A Conti nuing Educati on Conference ......Jun 15, 2006  · 1:30pm to 2:30pm Paul Young / President / Sheridan College Higher Education & 2nd Hour of CE The Future

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

Page 4: Intenti onal Wealth A Conti nuing Educati on Conference ......Jun 15, 2006  · 1:30pm to 2:30pm Paul Young / President / Sheridan College Higher Education & 2nd Hour of CE The Future

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