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Philanthropic Planning Breakfast

Wed, Mar 19

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NFP Insurance Solutions

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Philanthropic Planning Breakfast
Philanthropic Planning Breakfast

Time & Location

Mar 19, 2025, 8:00 AM – 9:30 AM

NFP Insurance Solutions, 500 W Madison St, 32nd Floor, Chicago, IL 60661, USA

About the Event

Join us for networking, breakfast and a conversation about the primary philanthropy vehicles - DAFs and private foundations - as well as some creative charitable and wealth transfer techniques. This event will be hosted by NFP Insurance Solutions, featuring Jacob Hartz, Managing Director at NFP, and Rhonda Abrams, Founder & Principal of Legacy Impact Group.

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Insurance services provided by SBSI, Inc.

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Securities may be offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services may be offered through Kestra Advisory Services, LLC (Kestra AS). NFP Insurance Solutions is a marketing name and platform used by affiliated and nonaffiliated companies, including but not limited to SBSI, Inc., using the services of NFP Insurance Services, Inc. (NFPISI), a subsidiary of NFP Corp.  PartnersFinancial is a division of NFPISI. Kestra IS and Kestra AS are not affiliated with SBSI, Inc. or NFP Corp. Kestra IS, Kestra AS, and NFP Corp. and its subsidiaries do not provide tax or legal advice and are not Certified Public Accounting (CPA) firms. Not all professionals listed on this site are licensed to offer securities or Investment Advisory Services. Investor Disclosures 

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This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 844-553-7872. 

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