Please join us for a Professional Advisor Breakfast
Where Planning Meets Purpose
Featuring – Estate Planning expert David York Esq., CPA of York Howell Attorney’s at Law
Review the current state of the marketplace and what wealth creators, entrepreneurs, investors and employees are looking for in the 21st Century, particularly when it comes to infusing purpose into businesses, investments, and estate planning. Then learn specific strategies that can be used to employ those purposes.
When & Where
Thursday, August 22, 2024
8:00 am – Hot Breakfast Served
8:15 am – Presentation
Collier Community Foundation Board Room
1110 Pine Ridge Road, Suite 200
Naples, FL 34108
RSVP
RSVP by August 20 to attend in person to Chelsea Klotz at [email protected] or call 239-307-4522. We encourage you to bring a colleague.
You may also attend virtually by Zoom. Click here to register.
After registering, you will receive a confirmation email containing information about joining the meeting.
If you are attending virtually, please log in by 8:15 am.
David R. York, Esq., CPA
10610 South Jordan Gateway, Suite 200
South Jordan, Utah 84095
Phone: (801) 527-1040
Email: [email protected]
Biography
David R. York is an Attorney, Certified Public Accountant and Managing Partner with the Salt Lake City law firm of York Howell. David practices law in the areas of estate planning, tax, business planning,
and non-profit entities. He is a Fellow with the American College of Trust and Estate Counsel (ACTEC) and is the Dean of Legacy with the Purposeful Planning Institute. David has extensive experience in designing and implementing advanced wealth planning strategies for ultra high net worth clients. He also has extensive experience working with charitable planning, purpose trusts, private trust companies, and advanced trust planning. David has spoken to hundreds of public groups and professional organizations, including Ted, Q Commons, Stanford University, the Purposeful Planning Institute, Million Dollar Roundtable, AALU National Conference, Hawaii Tax Institute, and Investments & Wealth Institute.
He is the co-author of three books, The Gift of Lift: Harnessing the Power of Stewardship to Elevate the World, Entrusted: Building a Legacy That Lasts and Riveted: 44 Values that Change the World. He has also written for Trusts & Estates Magazine, Estate Planning Magazine and Investments and Wealth Monitor. In 2017, YHG was recognized as an Inc. 5000 Company.
He also co-founded Corenology, a software as a solution (SaaS) technology company that provides qualitative tools and resources that allow financial professionals to help their clients with identifying and understanding their unique values so they can connect purpose and planning.
David currently serves on the Board of Directors of Holding Out HELP and Healing Nations. He lives in the Salt Lake City, Utah area with his wife Mindy and their five children, Emma, John, Samuel, Hudson and Avery.
