March 7th, 202410:00 a.m. Central Time
March 7th, 2024 | 10:00 a.m. Central Time
Virtual
Planning Strategies to Help Those in Crisis Virtual Event
There are no shortages of crises in the world, and determining how you can make a difference can often feel overwhelming. For those that would like to help but don’t know where to start, join our webinar to learn how to identify organizations that may have the largest impact on the people and causes you care about. Focus Wealth Advisor Adam Yofan and Kelly Uranker, Vice President of the Center of Philanthropy at The Pittsburgh Foundation, will facilitate this 30-minute outcome-focused webinar.
In this webinar, we’ll cover:
- Environmental crises, education gaps and local and national basic needs
- How to research and select organizations so that your dollars impact the people and causes you care about
- Charitable gifting options and ways to maximize your donation
Thank you for the interest in our recent virtual event!
To view the recording, please visit the resources page of our website. The replays are generally available around a week following the live presentation.
ResourcesFeatured Speakers
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Kelly Urkaner
Vice President of the Center of Philanthropy at The Pittsburgh Foundation
A staff member of The Pittsburgh Foundation since 1998, Kelly has worked closely with donor families for nearly 20 years. In her current role, she works closely with program and development staff to develop and implement tailored educational programs for the foundation’s donor community. She also oversees the planning and implementation of all online giving initiatives. From her experience, she understands deeply what motivates successful giving campaigns. She is a graduate of Wellesley College, where she majored in literature and political science.
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Adam Yofan
Wealth Advisor, Focus Partners
Putting his deep and diverse experience to work, Adam spends his days helping clients address their multilayered issues in areas such as portfolio construction, tax minimization, retirement planning, asset protection, and estate and legacy planning.
Adam’s favorite part of his professional life is getting to know the diverse individuals, families and business owners with whom he works. He loves interacting with goal-driven people — hearing their stories, learning their life path, understanding their aspirations and helping them navigate the financial challenges they face.
Other Upcoming Events
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May 17th, 2023 | 5:30 – 7:30 p.m. Central
Retirement: Beyond the Financials
8182 Maryland Ave., Suite 500, St. Louis, MO 63105
Fifth floor Education CenterWhile you have been working hard to achieve your monetary goals to live a full retirement, have you considered the emotional challenges you may face when transitioning into this next phase of life?
During our live, in-person event, speaker, coach, consultant, featured guest and co-author Alan Spector explores the importance life planning plays in financial preparation.
Enjoy a light dinner while Alan shares strategies to tackle the obstacles that may hinder you from enjoying a fulfilling retirement, including:
- Ten key elements of a fulfilling retirement
- A guide to creating a personalized retirement life plan
- Suggestions for initiating crucial conversations with those closest to you about retirement plans
- A framework for deciding when to retire
- How and why you may want to “practice retirement” while still working
As a special gift, each participant will receive a copy of Alan Spector’s “Your Retirement Quest” book and workbook.
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July 20th, 2023 | 11:30 a.m. Central
Virtual
Preventing Identify Theft: How to Defend Your Finances
As so much of our personal information is available digitally, the threat of identity theft is present in almost all facets of our lives, and the need to take the proper precautions is crucial when it comes to our finances. Once your personal data is compromised, the emotional and financial hardships that result may take several months or years to correct. In this interactive webinar, join Focus’s Chief Planning Officer, Jeffrey Levine, who will share insights on what to consider when protecting yourself financially from identity theft.
You’ll learn strategies to fend off common identity theft tactics, including:- Establishing credit in your name
- Filing a fraudulent tax return on your behalf
- Compromising your online accounts
- Engaging in other malicious activities
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September 24th, 2024 | 11:30 a.m. Central
Virtual
Social Security: 5 Things Every Married Couple Should Know
When planning for Social Security benefits, married couples have many choices to make. How do you determine who should claim what benefit when? And how do you plan for the amount you’ll ultimately receive?
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May 29th, 2025 | 11:00 a.m. CT
Virtual
Simplifying Capital Gains: What Every Investor Should Know
In this session, Focus Partners’ Chief Planning Officer Jeffrey Levine will break down the basics of capital gains taxation in a clear, approachable way—and set the stage for more advanced strategies in a future session
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June 18th, 2025 | 11:00 a.m. CT
Virtual
Springboard to New Adventures: Off the Radar Travel Trends & Hidden Gems for 2025
Join Focus Partners Wealth Lifestyle Services and Springboard Travel where we’ll share our perspectives on the latest travel trends and provide tips for planning your vacation in 2025 and beyond.
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August 7th, 2025 | 11:00 a.m. CT
Virtual
Safeguarding Your Identity and Data in the Digital Marketplace
In today’s digital world, your personal information is more valuable than ever. But how much of your data is truly within your control? Join Focus Partners Wealth Lifestyle Services and Regal Credit as we explore the growing concerns around data privacy and identity protection in the digital marketplace.