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Join VCCF for a forward-looking conversation on the philanthropic landscape, including key giving trends, tax-efficient strategies, and how to navigate a shifting economic and regulatory environment.
We invite you to Giving Strategies for 2025 & Beyond | Part I, featuring Thomas Fisher, CFA®, CFP®, SVP & Senior Portfolio Manager at Montecito Bank & Trust.
Tuesday, October 28
8:30 to 10 a.m.
Ventura County Nonprofit Center
4001 Mission Oaks Blvd, Camarillo
Continental breakfast will be served
Please RSVP by Friday, October 24 to reserve your seat. By filling out our RSVP form, you will be able to download a calendar invitation for Outlook, Google Calendar, and iCal.
Please contact Calleen Pardinas at cpardinas@vccf.?org with any questions.
Thank you and looking forward to seeing you there!
About Thomas Fisher With deep roots in the banking industry and a passion for exceptional service, Tom is a highly distinguished portfolio manager with a focused and knowledgeable approach to providing his clients with objective investment advice and unparalleled results. Tom has over 35 years of investment management experience, which includes overseeing assets for individuals, families, private foundations and other charitable organizations. • Master of Science Degree in Financial Services, San Diego State University • Bachelor of Science Degree in Financial Services, San Diego State University • Chartered Financial Analyst, CFA® • Certified Financial Planner, CFP® • Past-President of the Rotary Club of Montecito and current Treasurer of the Rotary Club Foundation • Board Member of Heart’s Aligned in Santa Barbara • Former Board Member of CARE4Paws and the Teddy Bear Cancer Foundation • Volunteered with the Financial Planning Association (FPA) to provide pro-bono financial planning to wounded military veterans and their families. |
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