Bimonthly Membership Meeting
Wednesday, November 14, 2018, 7:30 am - 9:15 am
Highland Park Country Club
1201 Park Avenue, Highland Park, IL, 60035 | map
- Speakers: Randy A. Fox
- Topic: The Best Kept Secret in Planning
- Doors open at 7:30 A.M. for a buffet breakfast and networking.
- Presentation Begins at 8:00 A.M., and adjournment will be by 9:15 A.M.
- To receive MCLE credit, please supply your ARDC number
- For CFP credit please provide your CFP ID
Overview of Presentation:
The lowly pooled income fund was passed into law in 1969 and has been out of favor for most of the last several decades. However low interest rates and advisor friendly charities have changed all that. The “new” PIF offers amazing flexibility and planning opportunities that most advisors are missing out on.
A third-generation entrepreneur, Randy is a founder of Two Hawks Consulting, LLC and EzCharitable, LLC, an online training resource for professional advisors who wish to expand their capabilities in philanthropic giving. EzCharitable has created original content that is useful for attorneys, financial advisors, CPAs all of which will facilitate better philanthropic advice for families of wealth. He is also currently the Editor in Chief of Planned Giving Design Center, a national newsletter for philanthropic advisors. Randy has recently been named the Distinguished Co-Honorary Chair 2017 Improving Financial Awareness & Financial Awareness Movement by the Financial Awareness Foundation. In 2015 Randy was awarded the Fithian Leadership Award by the International Association of Advisors in Philanthropy
Randy was a founding principal of InKnowVision, LLC, a national consulting and marketing firm that developed estate and wealth transfer designs for clients of exceptional wealth. During his tenure, more than three hundred families were served and more than $500 million was directed to philanthropic purposes. He served as director and faculty member of the InKnowVision Institute, which provided professional advisors with the advanced technical and interpersonal tools required to attract and work successfully with high net worth clients.