A cautionary tale about tangled advice and complicated client dynamics. Join us to hear from Bill Dedman, a Pulitzer Prize-winning journalist and co-author of the No. 1 New York Times bestseller "Empty Mansions: The Mysterious Life of Huguette Clark and the Spending of a Great American Fortune." As an heiress to the copper fortune of W.A. Clark in the late 1920s, Huguette Clark was born into a family of immense wealth but hid herself from the outside world, making interesting choices with her inheritance and placing her advisors in complex positions. While Huguette's story is extreme, the lessons learned are universal. How could Huguette’s advisors have acted differently to help her achieve her estate goals? Did she receive poor advice, or did she simply ignore good advice? In this session, Bill will explore the extravagant treasures and life choices of the Clark family, providing advisors with a case study in recognizing ethical dilemmas and supporting charitable legacy planning. When? Thursday, March 5 9 to 10:30 a.m. 9 to 9:15 a.m. – breakfast and networking 9:15 to 10:30 a.m. – presentation Where? Loose Mansion 101 E Armour Blvd Kansas City, Missouri Free parking available. Who should attend this session? Attorneys, wealth managers, financial planners, accountants and other advisors who serve charitable clients.
There is no cost to attend this session, and we encourage attendees to share the invite with their peers in the field. Continuing Education Credits Bill's presentation has been accepted by the CFP Board for 1 CE credit, Kansas CLE for 1 CE credit and the Missouri Bar for 1.2 CE credits in Ethics. All attendees will receive a complimentary copy of "Empty Mansions." Questions? Contact us at events@growyourgiving.org or 816.842.9126.
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Are you interested in receiving any of the following continuing education credits? CFP CE (1 hour)Kansas CLE (1 hour)Missouri CLE (1.2 hour - Ethics)
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About Empty Mansions: "Empty Mansions: The Mysterious Life of Huguette Clark and the Spending of a Great American Fortune" is a captivating nonfiction biography about the heiress to the copper fortune of former senator William A. Clark. After her extravagant upbringing and the passing of her father, Huguette chose an unusually reclusive lifestyle despite immense wealth. During Huguette’s adulthood and at the time of her death, she quietly gave away large sums of money in gifts and donations, raising questions about her estate planning, control and influence. Co-authored by Pulitzer Prize-winning investigative reporter Bill Dedman and Huguette’s cousin Paul Clark Newell Jr., "Empty Mansions" carefully draws from interviews with Huguette, her personal papers and testimonies from her inner circle. "Empty Mansions" debuted at the top of The New York Times Best Seller list, and HBO is developing a TV series based on the book. Photo Credit: Ballantine Books
About Bill Dedman: Bill Dedman introduced the public to heiress Huguette Clark and her empty mansions through his compelling series of narratives for NBC in 2010, which became the most popular feature in the history of its news website, topping 110 million page views. Bill received the 1989 Pulitzer Prize in investigative reporting while writing for The Atlanta Journal-Constitution. After eight years at NBC News, Bill moved to Newsday, the newspaper and news website on Long Island, New York. He has written for The New York Times, The Washington Post and The Boston Globe. Bill got his start in journalism at 16 at The Chattanooga Times. Photo Credit: David Beyda Studio
By registering for this event, you agree that you may be photographed and allow your photo and video to be used by the Community Foundation for internal and promotional purposes. We strive to host inclusive, accessible convenings that enable all individuals to engage fully. To request an accommodation or for inquiries about accessibility, please contact us at events@growyourgiving.org or 816.842.9126.
