Bruce DeBoskey, J.D., is a Colorado-based Philanthropic Strategist with The DeBoskey Group, a consulting practice he founded nine years ago to help families, family offices, businesses and foundations across the country design and implement thoughtful philanthropic strategies to achieve meaningful impact for themselves and their communities.

Bruce writes an award-winning, nationally-syndicated column “On Philanthropy” appearing initially in the Denver Post and then distributed by The Chicago Tribune to over 600 newspapers and other news outlets across the U.S. and abroad. He is the Dean of Philanthropy for the Purposeful Planning Institute and a Certified 21/64 Trainer. Bruce served for nearly nine years as the Anti-Defamation League’s Mountain States Regional Director, and before that, as a Colorado civil trial lawyer.

Bruce is the recipient of Community Shares of Colorado’s Community Leader of the Year Award, Urban Peak’s Maverick Thinker Award, the Public Justice Foundation’s Trial Lawyer of the Year Award, and the Colorado Nonprofit Association’s Excellence in Media Award. He holds a B.A. from Indiana University and a J.D. from the Georgetown University Law Center.

One Education Credit for CLE (PA Only), Insurance (PA Only), CFP, CPA (PA Only), PACE and CTFA will be offered.

This meeting is being sponsored by

Often families are concerned with the impact of the wealth transfers on their children and grandchildren, but don’t know how and when to start preparing them. Now that the lifetime gift exemption has increased, the issue is of even greater concern. This session will review the generational dynamics at work and offer practical steps to engage the rising generations in discussions about transfer strategies, values and intent.

Donna Trammell is Director of Family Wealth Stewardship at Bessemer Trust. In this role, she leads next generation initiatives, working directly with clients to customize financial education curriculums, design and facilitate multigenerational family meetings, and help families make decisions about shared assets.  She also leads the firm’s Next Gen Client Advisory Council and annual Next Gen Client Workshop. Previously, she led the firm’s Marketing team.

Prior to joining Bessemer, Donna worked in the private client group at Goldman Sachs. Before that, she held client relationship management positions at BBDO, Young and Rubicam, and Grey Advertising.

She is a noted speaker on the topic of raising good stewards of wealth and has been quoted in such publications as The Wall Street Journal and Worth magazine. Donna is certified as a family business advisor (FFI) and multigenerational facilitator (21/64). She regularly volunteers to teach financial literacy to teens from low-income households.

Donna earned a B.A. in history and English from Colgate University.

One Education Credit for CLE (PA Only), Insurance (PA Only), CFP, CPA (PA Only), PACE and CTFA will be offered.

This meeting is being sponsored by

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Kurt Czarnowski is currently the principal in “Czarnowski Consulting,” a retirement planning firm which provides “Expert Answers to Your Social Security Questions.” 

Czarnowski is the former Regional Communications Director for the Social Security Administration (SSA) in New England, a position he held from December 1991 until his retirement at the end of 2010. He began his career with SSA in 1976, and during his 34 years with the agency he worked in several different management and staff positions in the Boston area.

As Regional Communications Director, Czarnowski was responsible for coordinating the Social Security Administration’s public affairs/public information activities in the six New England states. In this role, he was a frequent speaker at local and regional events for members of the public.

Czarnowski wrote the chapter on “Social Security and Retirement Planning,” for the book, The Six Secrets to a Happy Retirement, which was published by ATA Press in March, 2013. He has been a regular contributor to “Retirement Weekly,” a MarketWatch Publication, and his answers to readers’ Social Security questions have been seen in both the print and online editions of “U.S.A. Today.”

In March, 2011, he joined the Board of Directors of the Massachusetts Association of Older Americans (MAOA) and has just ended his fourth year as President. He also serves on the Massachusetts Money Management Project’s state-wide Advisory Council, and is a Member of the New England Pension Assistance Project’s Advisory Board.

A native New Englander, Czarnowski received a Bachelor's degree in History from Hamilton College in Clinton, New York, and a Master's degree in Public Administration from Northeastern University.

He currently lives in Norfolk, Massachusetts with his wife, Anne.

One Education Credit for CLE (PA Only), Insurance (PA Only), CFP, CPA (PA Only), PACE and CTFA will be offered.

This program is being sponsored by