CFP Credit Opportunity
Courtesy of:
Charitable Planning and Strategies
Join us as we provide an overview of charitable giving, featuring commentary from Kate McKenzie, Director of Development for the Pittsburgh Foundation along with our very own Sean Link, JD, Estate Planning Specialist:

The ins and outs of direct and indirect charitable planning
Insight into engaging your clients
Helping clients achieve their charitable goals

 
These and other pertinent topics will be covered in this one-hour approved CFP credit webinar sponsored by Underwriters Brokerage Service. 

Two dates to choose from: 

or

 
Registration required. Please use one of the links above to provide information for CFP credit and receive details to join the presentation on the desired date.
*CFP credit will be given only upon confirmation of attendance for full presentation.
Speakers
Sean Link, JD, is the Estate Planning Specialist at Underwriters Brokerage Service. Sean works closely with independent financial advisors and insurance agents to provide objective estate planning consulting and reviews of clients’ estate plans. He is available as a resource for estate planning situations and has given presentations on various estate planning topics. A graduate of Allegheny College and the University of Pittsburgh School of Law, Sean is a member of the Estate Planning Council of Pittsburgh and serves on the Board of Directors for the Pittsburgh Chapter of Society of Financial Service Professionals.

Sean may be reached at sean.link@ubsnet.com or 412-201-7950.
Kate McKenzie is the Director of Development at The Pittsburgh Foundation. She specializes in creating comprehensive, multi-generational philanthropic plans by working closely with donors, their family and team of professional advisors. She holds a Doctor of Science degree in Information Systems and Communications, as well as a Chartered Advisor in Philanthropy designation from The American College. Kate has been recognized as an innovator and has spoken at numerous national and regional conferences about methods for bringing professional advisors and clients together to create impactful gifts. She is president elect of the Estate Planning Council of Pittsburgh and serves as board member for HEARTH, a nonprofit that provides affordable housing to families facing homelessness due to domestic violence and trauma. She is a life-long athlete, four-time marathoner and a Mom.