EUGENE ESTATE PLANNING COUNCIL

Your September session is at 5:30 pm on Tuesday, September 20, 2022, in the Vistas Room at The Graduate Eugene. You may choose to attend this event in-person or virtually. Application for continuing education credit is pending.

Paul M. Caspersen, Assistant Vice President and Sr. Philanthropic Advisor at the University of Florida, brings complex financial thinking to the charitable planning field. As a CERTIFIED FINANCIAL PLANNER™, Paul has 24 years of financial, estate, and charitable planning experience. Paul and his office have been tasked with an overall combined Gift Planning goal over $150 Million annually in deferred, real estate, and other complex gifts. He is a key member of the Senior Management Team that is directing UF’s $3 Billion Dollar Campaign.

Caspersen is also Principal of Planned Giving Interactive, a charitable planning software platform. In 2011 Caspersen published the book Direction Memo: How to Write a Letter of Instructions for Your Estate Plan, and is regularly published in peer reviewed journals. He graduated with Honors from the College for Financial Planning, in Denver, CO with a Masters in Financial Planning and undergraduate from the University of Northern Iowa.

If you will be attending the meeting,

PLEASE RSVP NO LATER THAN Thursday, September 9th

online at www.eugeneepc.org 

MENU

Mixed Organic Greens with Toasted Hazelnuts, Mandarin Oranges, Thyme Vinaigrette 

Grass Fed Beef Filet, Potato Puree, Charred Brussel Sprouts

Pacific Northwest Mushroom Rissotto and Grilled Apple

House Made Cheesecake with Seasonal Berries

ATTENDEE agrees the EUGENE ESTATE PLANNING COUNCIL (“EEPC”) will not pay or be held liable for loss or damage caused by or resulting from any virus, bacterium or other microorganism that induces or is capable of inducing physical distress, illness, disease, or death. During the event, ATTENDEE is responsible for ensuring compliance with all state and local requirements for indoor & outdoor gatherings in Lane County related to the Covid-19 pandemic that are in effect at the time of the event, including the restrictions of OAR 333-019-1025. ATTENDEE must wear facial masks or coverings (unless actively eating, drinking, or presenting to the group), and keep a social distance from other attendees of at least six (6) feet.  The ATTENDEE hereby acknowledges that he or she may be required to leave the event if he or she is observed to be in violations of any state or local restrictions, and that any event fee paid by the ATTENDEE would then be nonrefundable.