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Year End Giving Strategies

Dec 8, 2020 12:00 PM in Central Time (US and Canada)

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Speakers

Paul Radeke, CFP®, AIF®
SHAREHOLDER // MARKET RELATIONSHIP MANAGER @BerganKDV
Paul is laser-focused on bringing together the resources clients need and works diligently to provide wow experiences for clients in the St. Cloud market. His forte is building relationships with clients and becoming a trusted confidante that they turn to when faced with making key decisions for their businesses. Paul received his bachelor’s degree in accounting from the University of Minnesota Duluth and is a CERTIFIED FINANCIAL PLANNER™ and accredited investment fiduciary. Paul is very involved in the community, he is on the CentraCare Health Foundation Board of Directors, ILICIL – Independent Lifestyles Board of Directors Chair, Camp Bliss Board of Directors Chair, St. Cloud EPIC Day, Alzheimer’s Remember Me Fundraiser Committee, Women’s Fund Dancing with Our Stars supporter and Greater St Cloud Development Corporation – Grow Business team.
Doug Kveene
Doug Kveene and his wife Julie, established a Donor Advised Fund (DAF) with the Willmar Area Community Foundation. Doug will share his experiences as a donor using this tool to maximize their charitable giving. Doug has been a financial advisor for over 20 years following a successful career in the Air Force. He and Julie have three children and ten grandchildren. Active with several non-profit boards, Doug aspires to one day have all board meetings on the beaches of Hawaii!