Our public/private partnership with F4 Wealth Advisors and ShuffieldLowman, hosted the first Central Florida Professional Advisor Networking event this month. The partnerships goal is to engage multi-sector and multi-discipline professionals in the legal, financial, and nonprofit industries for collaboration to enhance philanthropic services to clients and donors in Central Florida. Dr. Russell James III, J.D., Ph.D., CFP, Professor and CH Foundation Chair in Personal Financial Planning and Director of Graduate Studies at Texas Tech University was the keynote speaker and shared how advisors can incorporate charitable planning into their work to benefit their clients and the community. Dr. Jennifer Lehman J.D., Ph.D., CFP, Program Director of CAP and William B Wallace Chair of Philanthropy for The American College of Financial Services also addressed the advisors.
