The Community Foundation San Luis Obispo County is pleased to present the Eighth Annual Professional Advisors Luncheon at the Embassy Suites in San Luis Obispo on Thursday, October 19th from 11:30 a.m. until 1:30 p.m. Presenting sponsors include Lewis Financial, UBS and Wells Fargo.
The keynote speaker Christine Brown, executive director and senior wealth strategist for UBS Financial Services, will cover the emerging trends in the field of philanthropy and their relevance for professional advisors. Bob Wacker, rresident of Wacker Wealth Partners, will share local stories of his extensive history working with The Community Foundation to build bridges between advisors, clients and local philanthropy. Heidi McPherson, CEO of The Community Foundation San Luis Obispo County, will deliver an update on the work of The Community Foundation throughout our county.
“We are honored and humbled to celebrate the commitment of professional advisors working throughout our region and their generous clients who help to make San Luis Obispo County a thriving place to live,” said McPherson.
The Community Foundation is pleased to offer MCLE credits sponsored by The San Luis Obispo County Bar Association. The San Luis Obispo County Bar Association is a State Bar of California approved MCLE provider. This program qualifies for one (1) hour of MCLE credit. Substantive written materials will be provided to attending participants.
For more information about the event, to purchase tickets or to sponsor a table, please contact John Neylan at (805) 543-2323 or visit www.cfsloco.org.
About The Community Foundation San Luis Obispo County:
The Community Foundation San Luis Obispo County is a grantmaking and education foundation supporting charitable work across our county. Since 1998, The Community Foundation has supported our county with grants and scholarships totaling more than $30 million. The Foundation’s assets under management have grown to more than $58 million and provide support to all aspects of our community in perpetuity. For more information or to donate to any fund or establish a new fund, visit www.cfsloco.org or call (805) 543-2323.