Lunch & Learn: 'Tis the Season…Charitable Giving

Date: Tuesday, December 3, 2024
Time: 11:30am - 1:00pm
Location: Akerman LLP (420 S Orange Ave # 1200, Orlando, FL 32801)
Speaker: Phillip Henry

Add to My Outlook Calendar

Add to My Google Calendar

Registered for this event? Login now to view additional event details.

 

Join us for lunch with an opportunity for networking and an informative presentation and discussion on charitable giving. 

PHILLIP HENRY, a native Chicagoan, never lost his love for the city, even after moving to Florida. His big city drive led him to his first major accomplishment obtaining his Bachelor of Arts in Public Administration from the University of Central Florida in 2003. Phillip Henry was NOT going to stop there; in 2005 his strive for wanting to help others led him to graduating with his Masters in Public Administration with a concentration in nonprofit from his Alma Mater UCF. His ambitions led him to serve on the Board of Aloha Environmental/Holistic Environmental Stewardship Foundation, the United Latinos of America, and the United Missionary Outreach. His plate may seem full already, but he still enjoys volunteering for his favorite charity Give Kids the World.

Phillip has worked in the financial services industry since 2007 where he gained experience working as a mutual fund trader for Bank of New York. His drive led him to follow his heart for wanting to help people by joining the SmartWealth team in 2013. His dedication to helping others is what his clients like most about him. It is important to him to help educate his clients.

Phillip Henry’s hobbies include playing tennis, playing the drums, and supporting his Chicago sports dynasties!

Not a Member of the Estate Planning Council? If you join today, this Lunch & Learn Meeting is included in your membership.

*Note: Continuing education for this presentation is provided for Attorneys (CLE), Certified Financial Planners (CFP), and Certified Public Accountants (CPA). CE is only available for members.
 
Thank you to our Lunch and Learn Sponsor Akerman
 
Related Link(s):

Login now to register for this event.

See Upcoming Event Calendar