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SUMMARY:Professional Advisor Charitable Education Series: Risk\, Reason\, and Generosity
DESCRIPTION:Risk\, Reason\, and Generosity: How Investment Realities and Behavioral Biases Shape Philanthropy\nProfessional Advisor Event | Community Foundation of Northeast Iowa \nJoin Us for a Professional Advisor Lunch & Learn\nGain 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. \nEvent Details\nDate: May 14\, 2026Time: 11:30 a.m. – 1:00 p.m. \n\nLunch: 11:30 a.m. – Noon\nPresentation: Noon – 1:00 p.m.\n\nAbout the Presentation\nIn Risk\, Reason\, and Generosity\, you’ll explore the intersection of investment realities and human decision-making and how these factors shape philanthropy. \nDuring this session\, you will: \n\nUnderstand how investment risks influence charitable giving strategies\nLearn how behavioral finance impacts the way individuals make financial and philanthropic decisions\nDiscover how these two forces interact to shape real-world giving outcomes\nGain practical tools to support smarter investing and more impactful giving\n\nWhat You’ll Learn\nParticipants will walk away with actionable insights on: \n\nCore investment risks – what investors actually face\nBehavioral finance principles – how people truly make decisions\nThe connection between risk and behavior in philanthropic planning\nTools and strategies for improving both investment and charitable outcomes\n\nFeatured Speaker\nMike HulmePartner\, Financial Resource Advisors \nMike 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. \nBefore 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. \nMike holds a Bachelor of Science in Actuarial Science with High Distinction from the University of Iowa and maintains several prestigious credentials\, including: \n\nFellow of the Society of Actuaries (FSA)\nAccredited Investment Fiduciary (AIF)\nCertified Plan Fiduciary Advisor (CPFA)\n\nWhy Attend?\nThis 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. \nRSVP Today\nReserve 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.
URL:https://www.cfneia.org/event/professional-advisor-charitable-education-series-event-may
LOCATION:Community Foundation of Northeast Iowa\, 3117 Greenhill Circle\, Cedar Falls\, IA\, 50613\, United States
CATEGORIES:PA
ATTACH;FMTTYPE=image/png:https://www.cfneia.org/wp-content/uploads/2025/12/PA-Event-May-2026-1.png
ORGANIZER;CN="Community Foundation of Northeast Iowa":MAILTO:events@cfneia.org
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