Breakfast Meeting Webinar: Creative Charitable Planning Strategies for 2024

Date: Wednesday, March 13, 2024
Time: 8:30am - 9:30am
Location: Via Zoom
Speaker: Dennis Ladd, Vice President, Charitable Planning Consultant, Fidelity Charitable

We are pleased to announce that Dennis Ladd, Vice President and Charitable Planning Consultant at Fidelity Charitable®, will be our guest speaker on the topic of ”Creative Charitable Planning Strategies for 2024” at our virtual “breakfast” meeting on Wednesday, March 13, 8:30 a.m. to 9:15 a.m. followed by networking from 9:15 a.m. to 9:30 a.m.

How are your clients giving to charity and could they be giving in more innovative ways? As their trusted advisor, you can introduce timely planning strategies for smarter philanthropy-strategies that maximize their charitable giving while potentially minimizing their tax exposure. Our presenter will discuss charitable planning approaches that target clients across different stages of life, from young investors to retirees. Click here for speaker bio.

Guest Attendees:

The guest fee is $50 to attend our breakfast webinars and guest attendance by a professional colleague is limited to two events (virtual and/or in person) within a two-year period. Eligible guests and professionals that work and/or live in Fairfield County can apply for EPC-LFC membership by completing a membership application, accessible on our website ( Questions regarding membership or the application process can be addressed by William Murray, CPA, CFF, ASA, ABV, 1st Vice President, Membership, at

For registration details, please click on the document link below.

Please reserve a place for yourself and your guest(s) by completing and returning the tear sheet below no later than Monday, March 11.

Related Document(s):

See Upcoming Event Calendar