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May Brown Bag Webinar
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When: May 10, 2018
Noon-1 p.m.
Where: United States
Contact: NAIFA-California

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May Brown Bag Webinar
Charitable Tax Planning

Looking for programming and education without having to travel? NAIFA-California's Brown Bag Webinars are just what you need. Each month, NAIFA-California will bring you a lunchtime webinar, featuring educational programs and speakers. Gain new tools and ideas from the comfort of your home or office! Check back for more information on our May Webinar with Wayne McDaniel, CFP®, CLU, ChFC, CAP®! 

About Our Speaker:
In 2015, Wayne retired as a financial planner and began to investigate how he could utilize his lifetime of experience and knowledge to help others. He worked for a year as Vice President of Advanced Planning Strategies with National Christian Foundation Heartland before the entrepreneurial itch took hold and he decided to venture out again and start Generous Vision.

Generous Vision is the culmination of a 35 year career in financial planning by Wayne McDaniel. Wayne began his career in financial services in 1979. A few years later, he invested in a financial advisory company, which eventually became McDaniel Knutson Financial Partners. As president, he led the firm for three decades to become a leading and well-respected financial planning firm in Lawrence, Kansas. He still serves on the board. During these years, Wayne developed an intense interest in how one could use tax laws to enhance financial security and increase the amount clients could give. He also built a corporate culture where philanthropy is core to who the company is and what they do.

Eternally curious, Wayne has the unusual capacity to connect the dots and find creative, but solid ways of helping clients do more than they thought they could do. He is never satisfied with the status quo, but always seeks to find better, more successful approaches to solving problems.

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