Greater Naples Area Planned Giving Council meetings are generally offered monthly from 8:30 am – 10:00 am. The meetings feature networking time, breakfast, and a program/presentation. The Holiday meeting and special events such as the Annual Planned Giving Symposium are held at other times.
Programs are free for current members and $35 for nonmembers.
Registrants who fail to attend the program will be billed the cost of the provided lunch.
Registrations will not be accepted within 24 hours of the event.
- This event has passed.
The Gen Savvy Philanthropic Advisor
February 1 @ 8:30 am - 10:00 am
Speaker: Amy Hale, CFP®
Vice President, Managing Director, Vice President, BMO Private Bank
About the Speaker
Amy serves as a lead advisor and relationship manager to high-net-worth individuals, families and organizations, including closely-held and family-owned businesses. Amy closely works with clients to gain a complete understanding of their lifestyle, career, philanthropic and wealth planning goals. Then, she identifies and engages a Client Strategy Team to create a unique and constantly evolving financial plan and strategy to help meet these goals.
An important part of Amy’s practice is devoted to the wealth management needs of high net worth women, including building their financial knowledge and confidence while preparing for life events common to women. Amy joined the organization in 2009, and has 16 years of experience in the financial services industry.
Amy earned a bachelor degree in Finance from Florida Gulf Coast University, graduating cum laude. She is a CERTIFIED FINANCIAL PLANNER™ professional.
Amy serves on the Board of the Garden of Hope and Courage. She is a graduate of the Leadership Collier class of 2013, a former “40 under 40” recipient and a past Treasurer of the Women’s Network of Collier County. Amy serves in a leadership capacity as a Founding Member of the BMO National Committee of Women and Wealth, guiding our enterprise strategy, and the BMO International Advisory Panel for Women and Wealth. Amy serves as a committee member of the Collier County Community Foundation Women’s Initiative Network.