Calendar

​All breakfast meetings are at the Hilton Hotel, Lisle/Naperville, 3003 Corporate West Drive, Lisle, Illinois. Registration, breakfast and networking begin at 7:00 a.m.  Presentation begins promptly at 8:00 a.m.   

Season Pass Members: Free | Regular Members: $30 | Non-Members: $45

Members may bring one guests per year at no charge. Please note that guests may attend one meeting per lifetime with a voucher, after which they may attend at non-member rates or choose to join. Register online or email scpgcouncil@gmail.com

Meeting documents are now available in the members only area of our website.

Hilton Hotel, Lisle/Naperville

    • Wednesday, February 20, 2019
    • 7:00 AM - 9:00 AM
    • Hilton Hotel, Lisle/Naperville
    Register

    Speaker: Terry Cicero, CPA, CFP®

    Topic: Tax and Legislative Update

    Description: The enactment of The Tax Cuts and Jobs Act brought about sweeping changes to our Tax Code not seen in more than 30 years. One year later we review the new law and the IRS guidance since then.  Emphasis of discussion will be center on tax benefits of charitable giving and how and when people give to charities as well how they structure their financial and tax planning for themselves and their businesses. 

    Come and join us as Terry Cicero, CPA, CFP®, a principal with DHJJ, provides an overview of the key reforms and shares what you, your clients, donors and organizations need to know to navigate these waters.

    Topics to be covered:

    • Key provisions of the new tax law and their expected impact on how individuals plan and give;
    • Strategies for advisers and gift planners to help maximize the benefits their donors and clients receive;
    • Brief estate, trust and gift tax update
    • Review of guidance provided by the IRS on various reform provisions

    About Our Speaker:

    Terry Cicero is a principal at DHJJ where he combines his tax and financial management expertise to help individuals and their families build financially sound futures. He specializes in family wealth planning, notably tax planning, investment asset location analysis, charitable giving strategies, estate planning and retirement planning, including Roth IRA conversion analysis. Terry is a CPA as well as a Certified Financial Planner™ and holds a Series 65 certification. He is often asked to speak on financial advisory topics where his zest for the profession comes through as most of his presentations manage to be both fun and informative. Terry earned his Bachelor of Science in Accounting from Roosevelt University and a master’s in Tax from DePaul University. He is also a member of the AICPA and the IL CPA Society.

     





    • Wednesday, March 20, 2019
    • 7:00 AM - 9:00 AM
    • Hilton Hotel, Lisle/Naperville
    Register


    Topic:
     
    Avoiding Burnout and Staying Inspired


    • Wednesday, April 17, 2019
    • 7:00 AM - 9:00 AM
    • Hilton Hotel, Lisle/Naperville
    Register


    Speaker: Raymond C. Odom, Director of Wealth Transfer Services 

    Topic: Legacy Planning

    Description:

    Positive Psychology and Neurological advances offer estate planners a new paradigm to view family gifts as originating from same “will to good” as charitable gifts.  This slight change in thinking  creates an exponentially greater opportunity for planned charitable gifts.  However, there is a formidable barrier.  The traditional habits and patterns that made clients wealthy, and planners profitable for the past 75 years will ineffective for future legacy planning.  This talk will demonstrate why estate planning as ‘defined benefit planning’ is the best way to assure  legacy success.

    About Our Speaker:

    “I work closely with regional offices, teams, and wealth strategists across the country to help affluent clients quantify wealth consumption, minimize wealth confiscation and optimize wealth contribution."

    EXPERIENCE

    Ray began his career at Northern Trust in 1980 in the role of tax counsel and has spent time as an estate planning attorney and trust administrator.

    EDUCATION

    He has a B.A. from Valparaiso University and a J.D. from The Ohio State Mortiz College of Law.

    CREDENTIALS

    Ray is a senior vice president, elected to be an ACTEC Fellow (American College of Trust and Estate Counsel). He is also a Certified Financial Planner, and taught as an adjunct professor in the MBA program of Benedictine University. He is an attorney certified to practice law in Illinois and before the U.S. Tax Court.

    INTERESTS

    Ray and his wife married in 1980 and have seven children and nine grandchildren. He has enjoyed leading lunchtime Bible studies and coaching middle school and high school football.

    EXPERTISE

    He serves as a national subject manner expert in all aspects of wealth transfer planning with specific emphasis in outcome measured gifting.

    COMMUNITY INVOLVEMENT

    Ray is a past chairman of the DuPage, IL Housing Authority. He has also served as a deacon, elder and ordained youth pastor at churches within his community.



    • Wednesday, May 15, 2019
    • 7:00 AM - 9:00 AM
    • Hilton Hotel, Lisle/Naperville
    Register



    Topic:
     
    What Can Community Foundations Do for You?

    Sponsored by:


The Suburban Chicago Planned Giving Council
799 Roosevelt Road, Bldg 6-105, Glen Ellyn, IL 60137
Phone:  630-571-2800 | Fax: 630-571-0253  | scpgcouncil@gmail.com

Copyright 2016 | Suburban Chicago Planned Giving Council

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