Attend the Evansville Non-Profit Summit learn how the new tax law affects non-profits, faith-based organizations, and donors. This event, hosted by the John L Schutz Team in association with The Institute of Management Accountants, is a FREE opportunity for CPAs and Accountants to earn CPE credits.Where: Crescent Room at Easterseals | 621 Cullen Avenue, Evansville, IN 47715When: Wednesday, October 17, 2018 | 8:00 AM – 5:00 PM (CST) & Thursday, October 18, 2018 | 8:00 AM – 5:00 PM (CST)Lunch will be provided by the John. L. Schutz Team on both days. Wednesday (Oct 17) Morning Session Wednesday, OCT 178:00-9:15am CST1.5 credits Gregory J. King, CPAVice President, Financial PlannerHilliard Lyons Download the Presentation Wednesday, OCT 179:15-10:30am CST1.5 credits Chris Staples, J.D.Senior Vice President, Manging DirectorHilliard Lyons Trust Company, LLC View Speaker Bio Download Presentation Wednesday, OCT 1710:30-11:45am CST1.5 credits Larry Bitter | CPA; Brown Smith & SettleWilfred C. Bussing ΙΙΙ |Estate Planning AttorneyJacqueline K. Russell |Vice President, Trust Specialist; Hilliard Lyons Trust Company, LLCView Speaker Bio Wednesday (Oct 17) Lunch Session Wednesday, OCT 1711:45 - 1:15pm CST1.5 credits Mark NickelSenior Vice President, Chief Investment Officer at Hilliard LyonsView Speaker Bio Download Presentation Wednesday (Oct 17) Afternoon Session Wednesday, OCT 171:15-2:30pm CST1.5 credits Jonathan Raymon, J.D. CTFAVice President, Trust SpecialistHilliard Lyons Trust CompanyView Speaker Bio Jacqueline Russell, CFPVice President, Trust SpecialistHilliard Lyons Trust CompanyView Speaker Bio Download Presentation Wednesday, OCT 172:30-3:45pm CST1.5 credits Dana NelsonDigital Strategist View Speaker Bio Wednesday, OCT 173:45-5pm CST1.5 credits Non Profit and Church Panel Thursday (Oct 18) Morning Session Thursday, OCT 188:00-9:15am CST1.5 credits Gregory J. King, CPAVice President, Financial PlannerHilliard Lyons Download Presentation Thursday, OCT 189:15-10:30am CST1.5 credits Chris Staples, J.D.Senior Vice President, Manging DirectorHilliard Lyons Trust Company, LLC View Speaker Bio Download Presentation Thursday, OCT 1810:30-11:45am CST1.5 credits Michael Vogel, CPA; Harding, Shymanski & CompanyView Speaker Bio Mark S. Samila, Attorney at Law; Kahn, Dees, Donavan & Kahn, LLPView Speaker BioJacqueline K. Russell |Vice President, Trust Specialist; Hilliard Lyons Trust Company, LLCView Speaker Bio Thursday (Oct 18) Lunch Session Thursday, OCT 1811:45 - 1:15pm CST1.5 credits Mark NickelSenior Vice President, Chief Investment Officer at Hilliard Lyons View Speaker Bio Download Presentation Thursday (Oct 18) Afternoon Session Thursday, OCT 181:15-2:30pm CST1.5 credits Scott Wylie, EsqPlan Administrator; Volunteer Lawyer Program of Southwestern IndianaView Speaker Bio Thursday, OCT 182:30-3:45pm CST1.5 credits Emily Millsap, CFP, CExPVice President, Wealth Planner at Hilliard LyonsView Speaker BioDownload Presentation Thursday, OCT 183:45-5pm CST1.5 credits Nonprofit and Church Panel About John L Schutz John Schutz Senior Vice President, Wealth Advisor (812) 426-1481 JSchutz@hilliard.com Occupational Information1977-1985 USI Co-Op Student at General Electric Finance1982-1986 Mid-Central Land Services Oil Company (Field Manager)1986-Present Wealth Advisor/Senior Vice President, Chartered Wealth Advisor at Hilliard Lyons, LLCEducational InformationChartered Wealth Advisor Michigan State University, 2003Wharton School of Business Securities Industries Institute Graduate, 1999USI Outreach and Engagement Instructor for U.S.I., 1992 - PresentUniversity of Southern Indiana B.S. Business Administration, 1982 David Perigo Vice President, Wealth Advisor (812) 428-5160 DPerigo@hilliard.com David is an Evansville native and a Wealth Advisor at Hilliard Lyons. In his role as a Wealth Advisor, David helps clients build, protect, and eventually transfer wealth by providing guidance in areas such as investment management, financial planning, retirement income planning, estate planning, Social Security optimization strategies, and insurance.He currently holds the Series 7, Series 66, and Series 79 securities licenses and is a Registered Investment Advisor Representative. He also holds Life, Health, Disability, and Long-Term Care Insurance licenses.Prior to joining Hilliard Lyons, David worked as an Analyst for Bank of America Merrill Lynch's Investment Banking Group in Chicago. He is a graduate of Indiana University's Kelley School of Business with bachelor's degrees in both Finance and Accounting.David serves on the Board of Directors for SWIRCA & More, Board of Directors for Vanderburgh County Farm Bureau, and supports numerous other charities and organizations via committees and volunteering.David and his wife, Hannah, reside on the west side of Evansville with their daughter Rosalie. In addition to spending time with his family and friends, David enjoys traveling, playing golf, and reading.