Crossroads Fund – Congregation Or Chadash – Ebenezer Lutheran Church – Access Living – & Urban Partnership Bank Present a Special Workshop Series About Finance and Social JusticePlease join Crossroads Fund, Congregation Or Chadash, Ebenezer Lutheran Church, Access Living and Urban Partnership Bank for an informative workshop series on financial planning. These lively and engaging workshops will address such questions as: How can you take care of your current obligations and expand your contributions to the causes you care about? What should you include in your will? How can smart planning help you take care of your needs and have an impact on our city?Tuesday, October 16, 2012 l 5-7pm l Financial Planning 101: Financial Freedom and Social Justice – How to Achieve Both, with Chris Long. Ebenezer Lutheran Church 1650 W. Foster Ave. Chicago IL 60640 This seminar addresses how you can take care of your financial future and use your money to work for social justice. It will cover some of the basics of personal finance, savings, debt, retirement, and developing a spending plan as well as investment strategy, including mutual funds, socially responsible investing, and contributing directly towards social justice. Sunday, November 11, 2012 l 3-5pm l Estate Planning to Provide for What You Care About, with Rosemary Mulryan and Michael Helfgott Congregation Or Chadash at Emanuel Congregation 5959 North Sheridan Road, Chicago, IL 60660 Come learn why everyone should have a will and estate plan, and how to approach the task of making a plan. This energetic and interactive workshop will focus on how thoughtful planning can ensure that you provide for the things that you care about – including family, loved ones, friends, and the causes that are important to you. This workshop is designed to address the specific circumstances of diverse communities, including lesbian/gay/bisexual/transgender individuals.December 3, 2012 l 5:30-7pm l Financial Planning 201: Advanced Tools for Financial Planning and Social Justice, with Kirk Hoopingarner Access Living 115 West Chicago Avenue, Chicago, IL 60654 Have you got the financial basics down but are looking for new ways to leverage your wealth to support social justice? Come learn about more complex tools that can help you save the most money while increasing your impact on the causes you care about!Workshops are designed for individuals at all income levels. They are educational opportunities and no solicitations will be made or allowed.Workshops are free, but space is limited. Light refreshments will be served. All workshop spaces are wheelchair accessible. For other accessibility needs and to RSVP, contact Rachel Wallis at Crossroads Fund at 773.227.7676 or rachel@crossroadsfund.org. Speaker BiosFinancial Planning 101: Financial Freedom and Social Justice – How to Achieve Both Chris Long has a BA in Economics from Yale University and an MBA from Stanford University. Prior to founding Long & Associates LLC, Chris had a 15-year career in Marketing and General Management with Frito-Lay, Information Resources and Microsoft. He is a Certified Financial Planner (CFP) and a Registered Investment Advisor. Chris is member of the National Association of Personal Financial Advisors (NAPFA), the organization for Fee-Only financial planners, and has served as Chairman of the Midwest Region Board. Chris has been quoted in the press including the Chicago Tribune, Washington Post, and has been a frequent radio guest discussing personal finance topics. In his free time, Chris has led a demonstration project to bring financial planning services to low-income residents in Chicago and volunteers with Financial Links for Low Income People. He also serves on the Crossroads Fund Board of Directors. Estate Planning to Provide for What You Care AboutRosemary Mulryan is a co-founder of the law firm, Mulryan and York. Mulryan and York opened its first office in Chicago in 1988. Partners Rosemary S. Mulryan and Mary M. York pride themselves on having established one of the few successful women-owned law firms in the area. Together, they have more than thirty years of legal experience. Mulryan and York is committed to providing personalized legal services in the following areas: estate planning including wills and trusts; adoption, co-parent adoption, international and second parent adoption; probate; real estate law including commercial and residential transactions and condominium development; matrimonial law including divorce, post decree modifications and pre-nuptial agreements; and business services including partnerships, incorporations, limited liability companies, and limited partnerships.Michael Helfgott: Prior to starting his own law practice, Michael Helfgott was the Director of the American Bar Association’s Commission on Sexual Orientation and Gender Identity. He worked with some of the nation’s pre-imminent LGBT lawyers to educate other attorneys and ABA staff members on the importance of LGBT diversity in the workplace. As an attorney, he has helped clients of different family structures in matters of estate administration and planning and residential real estate. He speaks fluent Italian and French, and in his spare time, he serves as Co-President of Congregation Or Chadash.Financial Planning 201: Advanced Tools for Financial Planning and Social JusticeKirk Hoopingarner is a partner at Quarles & Brady LLP in the Trusts and Estates and Tax-Exempt Organizations practice groups. For over twenty seven years, Mr. Hoopingarner has concentrated his practice on all facets of wealth planning and philanthropy for high-net worth families and individuals. He has counseled his clients on a broad range of matters involving the management and transfer of wealth including charitable gifting techniques, all types of trusts used in family wealth management and transfers, business succession planning, family limited partnerships and limited liability companies, asset protection, and federal and state estate and gift tax planning. Mr. Hoopingarner also has extensive experience in sophisticated charitable planning, both for individual donors and for substantial charitable organizations. He has held a number of leadership roles, including as the current chairman of the McGaw YMCA of Evanston, Illinois, and as the past president of both the Corporate Responsibility Group of Greater Chicago and the Evanston Community Foundation. Mr. Hoopingarner has spoken on a variety of topics, including “Ten Things Not to Miss in Charitable Planning.” He graduated with honors from the University of Michigan Law School.
