Pre-Conference Workshops
(8am - 11:30am, Wednesday, February 16, 2011)

 



Speaker

 

Title

Description

   

 

 

Dan Hardt
Dan Hardt Financial Services

The Why and How of Biblically Responsible Investing (BRI)

We will establish the foundational motivations behind this movement, review the biblical principles and moral issues involved, and help you to use the available resources to put it all together into solid investment portfolios. We will also focus on the various issues involved in implementing BRI as well as help attendees chart a course of action in their lives and practices. The session will reinforce the principle that it does matter what happens “on the other end of our investment dollars.”

This course is offered at no cost thanks to the generous sponsorship of MMA Praxis Mutual Funds and The Timothy Plan family of funds.

Application pending for CFP® CE.

Presented by the Director of Kingdom Advisors BRI Community Group, Daniel L. Hardt, CLU, ChFC, CFP®, AAMS, CFCA®, Qualified Kingdom Advisor™, who has served clients for 27 years in his practice in Louisville, Kentucky.









Bob Collins
CEO, Christian Legacy Foundation





JoAnne Daudt, Esq.
Christian Community Foundation of South Florida




Michael King

Vice President, National Christian Foundation





Bill Williams
Chief Executive Officer, National Christian Foundation

Charitable Strategies for Your Clients’ Journey of Generosity

Start your conference journey by attending this pre-conference designed to increase your awareness and understanding of creative and timely charitable gift planning strategies. We’ll discuss how to increase the opportunities to counsel your clients about advancing their stewardship of the resources God has entrusted to them.  Hear from other advisors who have successfully engaged their clients in giving discussions and assisted them in their journey to greater generosity and joy, sharing some of their best practices. Finally, learn about advanced giving strategies to consider even in these challenging economic times and get an update on the latest developments in the charitable planning world in this tenuous political and economic climate.