Photo by Bert Forbes Photo by Bert Forbes Photo by Bert Forbes Photo by Bert Forbes Photo by Bert Forbes

2015 Keynote speaker Doug White

8th Annual Professional Advisors Luncheon

This year's luncheon, which will take place on Thursday, October 19, 2017, at the Embassy Suites in San Luis Obispo, provides an educational and networking opportunity for local professional advisors to learn more about their role in raising awareness of charitable giving within our community. We are pleased to welcome Bob Wacker of Wacker Wealth Partners and Christine Brown of UBS as our guest speakers. For more information contact John Neylan at john@cfsloco.org.

Other ways we can help

The Community Foundation San Luis Obispo County can assist you and your clients:

  • Meetings and Presentations

    Interested in learning more about how charitable giving and our varied options help meet your clients' financial, charitable and family goals? Contact us to schedule a meeting or presentation. 

  • Strategic Philanthropic Advising

    We can assist your clients and their families in their philanthropic planning, incorporating their charitable goals with their personal financial goals. We combine our expertise with yours to find the best giving vehicle to meet their needs.

  • Tools to Use with Clients

    Visit the link above to find promotional materials about The Community Foundation and select services that can be shared with clients or reviewed by you for use in your conversations about charitable giving.

Contact us to learn more about how we can work together to benefit your client and our community!

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