Risk, Reason, and Generosity: How Investment Realities and Behavioral Biases Shape Philanthropy

Professional Advisor Event | Community Foundation of Northeast Iowa

Join Us for a Professional Advisor Lunch & Learn

Gain valuable insights into how investment risk and behavioral finance influence charitable giving decisions at this upcoming professional advisor event. Designed for financial advisors, attorneys, CPAs, and philanthropic leaders, this session will help you better guide clients in aligning their financial strategies with their charitable goals.

Event Details

Date: May 14, 2026
Time: 11:30 a.m. – 1:00 p.m.

• Lunch: 11:30 a.m. – Noon
• Presentation: Noon – 1:00 p.m.

About the Presentation

In Risk, Reason, and Generosity, you’ll explore the intersection of investment realities and human decision-making and how these factors shape philanthropy.

During this session, you will:

• Understand how investment risks influence charitable giving strategies
• Learn how behavioral finance impacts the way individuals make financial and philanthropic decisions
• Discover how these two forces interact to shape real-world giving outcomes
• Gain practical tools to support smarter investing and more impactful giving

What You’ll Learn

Participants will walk away with actionable insights on:

• Core investment risks – what investors actually face
• Behavioral finance principles – how people truly make decisions
• The connection between risk and behavior in philanthropic planning
• Tools and strategies for improving both investment and charitable outcomes

Featured Speaker

Mike Hulme
Partner, Financial Resource Advisors

Mike Hulme is a partner and owner at Financial Resource Advisors (FRA), where he serves on the firm’s management team and leads the Retirement Plan Services Team. With over 37 years of financial services experience, Mike provides wealth management guidance to individuals, families, and employers sponsoring retirement plans such as 401(k)s.

Before joining FRA in 2012, Mike spent more than two decades as a pricing and product development actuary, including leadership roles at CUNA Mutual (now TruStage). He began his career at Time Insurance Company in Milwaukee.

Mike holds a Bachelor of Science in Actuarial Science with High Distinction from the University of Iowa and maintains several prestigious credentials, including:

• Fellow of the Society of Actuaries (FSA)
• Accredited Investment Fiduciary (AIF)
• Certified Plan Fiduciary Advisor (CPFA)

Why Attend?

This event is ideal for professional advisors who want to deepen their understanding of philanthropic decision-making, better advise clients on charitable giving strategies, stay informed on behavioral finance trends, and strengthen their impact within the communities they serve.

RSVP Today

Reserve your spot below to join fellow professional advisors for this engaging and informative session. You can choose to join in person or virtually. A link will be sent to virtual attendees before the event so they can join online.