“The Road to $1 Billion (& More)” Lynne Kinney - Panelist

Lower Cost, Tax-Smart Philanthropy Using Donor Advised Funds as Strategic Vehicles for Charitable Giving We invite you to attend a thought provoking discussion about the growing trend of contributing complex assets, such as private equity assets, privately-held C-and S-corp stock, limited partnership interests, and certain restricted stock, to public charities. This can often be the […]

Carl Choy – Forum Chairperson

Market Commentary for the Rest of the Year Carl Choy, Lynne Kinney, & Buzz Wo CKW Financial Group Are pleased to invite you to an exclusive presentation by one of the most sought-after Investment Strategist speakers today: Russ Koesterich, Global Chief Investment Strategist Blackrock, World’s Largest Asset Manager Date: Thursday, July 23rd Time: 5:30pm- Cocktails & […]