The Great Wealth Transfer Is More Than An Economic Event

Presented by the Indianapolis Foundation

Indianapolis Foundation Logo

About the Program

Join the Indianapolis Foundation for a look at how the great wealth transfer is shifting influence as well as assets, led by political and policy analyst Sandra Swirski, JD, with a post-election update on tax and charitable giving policy from Washington. Two hours of CLE, CFP®, and CPE credit are available.

Who should attend
Attorneys, financial planners, investment advisors, CPAs, and other professionals who advise clients on wealth, giving, and legacy. The program is especially relevant if you work with families who are preparing to pass wealth to the next generation.

Schedule
8:30 – 9:00 a.m. Registration, Networking & Light Breakfast
9:00 – 9:55 a.m. Program
9:55 – 10:10 a.m. Break
10:10 – 11:15 a.m. Program

Cost
There is no cost to attend, but advanced registration is required.

Continuing education credit
2.0 hr CLE (pending)
2.0 hr CFP® (pending)
2.0 hr CPE (pending)

About the program
The coming transfer of wealth is unprecedented in size, and it is shaped by demographic shifts and by women’s growing role as wealth creators and stewards. It moves leadership of that wealth, not just ownership. Tomorrow’s clients will expect their trusted advisors to help answer questions about their growing influence and legacy.

Sandra will also share a post-election update on tax, economic, and charitable giving policy, based on what she is hearing in Washington.

About the speaker
Sandra Swirski, JD, is a political and policy analyst and the founder of Integer, a women-owned government relations firm. She works at the intersection of taxes, policy, and philanthropy, drawing on years on Capitol Hill working for and advising Members of Congress and leading government relations teams in the private sector. She has collaborated with both major political parties to accomplish her clients’ goals. Sandra serves on the Board of Governors of the Lilly School of Philanthropy at Indiana University, the board of the Children’s Scholarship Fund, and an advisory committee for the dean of the George Washington University Law School. She is also a frequent speaker, author, and media commentator. Learn more »

Questions?
Contact Grace Findley, Indianapolis Foundation Chief Development and Partnerships Officer at gracef@indianapolisfoundation.org, or contact Rob MacPherson, Indianapolis Foundation Vice President of Institutional Strategy at robm@indianapolisfoundation.org.

Also for professional advisors
Join our partners at CICF on Tuesday, November 10, for Charitable Planning Trends for Professional Advisors with Bryan Clontz, a Forbes columnist on charitable tax issues. The free afternoon program runs from 3:30 to 5:30 p.m. in Carmel, with networking beforehand, and CLE and CFP credit. Learn more and register »

Register

The Great Wealth Transfer Is More Than An Economic Event
Have you used another email address when interacting with any entity within the Collaborative before (a work email, personal email, alternate email, etc.)? If so, type it in above. We are not storing this email address; we are temporarily referencing this secondary email address to keep our database clean. Entities within the Collaborative include: Central Indiana Community Foundation, Hamilton County Community Foundation, the Indianapolis Foundation, and Women's Foundation of Indiana.
Which category do you most closely align with?
We will do our best to support accommodation requests shared in advance.
By registering for and participating in this program, I understand that photos or videos may be taken during the event and used by the foundation for marketing and promotional purposes, including on social media, websites and in print materials.
Please do not include confidential, privileged, or highly sensitive information, and note that submitted questions may be addressed for general educational purposes only and will not receive legal advice specific to your organization.