Attorney Neil Goltermann Served as Moderator at a Roundtable for the DuPage Foundation
Area Professional Advisors Nancy Hermann, John Kaiser, Jr., Neil Goltermann, Randy Fox and Brett Dale participate in a Roundtable for the Foundation's Professional Advisor Network.
DuPage County Attorney Neil Goltermann of Momkus LLC
" 'We couldn't be more pleased to recognize members of our professional advisor network for their outstanding partnership,' said Mike Sitrick, vice president for advancement"
On June 15, 2016, Attorney Neil Goltermann served as moderator at a roundtable discussion event for the DuPage Foundation's Professional Advisor Network at Maggiano's Little Italy in Oak Brook, Illinois.
Approximately 35 area advisors attended the Foundation event. The roundtable was entitled "Unlocking Your Clients' Charitable Potential" and the panelists discussed how they engage their clients on the subject of philanthropy and why doing so is a win-win for them, their clients, and the community.
"We couldn't be more pleased to recognize members of our professional advisor network for their outstanding partnership," said Mike Sitrick, vice president for advancement. "Area accountants, attorneys, wealth managers and life underwriters are some of our strongest advocates in helping encourage and facilitate philanthropy. We are honored to be of assistance to them and their clients when called upon, and relish the opportunity to help craft charitable plans that accomplish their clients' specific goals. It is one of the most satisfying things we get to do."
Attendees rated the roundtable a 4.9 out of 5. Some of their comments included:
- High-quality discussion and very worthwhile event.
- Excellent panel, great knowledge, great energy.
- Excellent presentation, very informative!
The Foundation thanks our Professional Advisor Partners for all they do to support our efforts and encourage charitable giving amongst their clients.