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DTSTART:20181114T170000Z
DTEND:20181114T183000Z
LOCATION:Bella Notte Ristorante
UID:1698420181114T170000ZSuccessful Wealth Transfer Without Doing Harm
DTSTAMP:20260421T152018Z
DESCRIPTION:\n \n \nPresentation Focus:\n \nThe Great American wealth transfer is underway. The Silent and Baby Boomer Generations have begun transferring the more than $60 trillion they own. Growing up during the depression and post WWII years, many of them have concerns about what inherited wealth might do to children and grandchildren. Mr. Schupra’s presentation is designed to provide Advisers with the tools and approach in effectively assisting their clients in successfully transferring wealth to family members without doing harm as well as empowering them to do great things for their communities and society as a whole.\n \nBiography:\n \nGREGORY A SCHUPRA\n \nPresident, Significance LLC\n \nSuccessful Wealth Transfer\n \nAuthor:\n \n An Unexpected Legacy: Strategies of Generosity\n \nThroughout his career, Gregory A Schupra has educated and assisted thousands of people and their advisors in creating legacies leaving more than $1 billion of accumulated wealth to family and charity.  Known for his innovation as a national “Philanthropic Entrepreneur,” Mr. Schupra brings an uncommon and practical perspective to his work as a gift-planning professional by insuring that donor family and philanthropic values, visions, and goals align with their giving methods.  Because of his unique background working in both the nonprofit and for-profit sectors, he is often quoted by media sources on philanthropic issues.  Mr. Schupra is regularly invited to present at professional advisor and donor education meetings, seminars, conferences, and workshops throughout the United States.\n \nCAREER HIGHLIGHTS\n 37 Years, Family and Philanthropic Planning Higher Education Governance and Resource Development Leadership Former Board Chair, Spring Arbor University Community Foundation Leader -- Created 4 community foundations Founder, National Charitable Trust Division for a $65 billion Financial Institution Former Chair, Community Foundation Advancement Network of the Council on Foundations, Washington, D.C. Founder, Planned Giving Roundtable of Southeast Michigan, Detroit, Michigan Former Board of Director, National Association of Gift Planners, Indianapolis, Indiana National Presenter on Philanthropic Education Author, “An Unexpected Legacy: Strategies of Generosity,” Print and eBook at Amazon.com, 8 February 2015               Serves as Trustee for individuals and families for personal, family and charitable trusts Consultation Serving a wide variety of individuals, families, professional advisors, nonprofit organizations including colleges and universities, senior care communities, private foundations, community foundations, health care service providers, churches, Para-church ministries, and church foundations Member, Council of Michigan Foundations Consulting Services Network Involved in the Rescue and Care of Orphans Ethiopia (20 Children) Kenya (50 Children) Haiti (30 Children)  \n \n
SUMMARY:Successful Wealth Transfer Without Doing Harm - Jackson Area Estate Planning Council 
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