Charitable Giving Using Life Insurance - the Good, the Bad, and the Ugly

Speaker: Vic Conrad, PINNACLE Financial Strategies Peter Diulus, DSF Wealth Management Group, LLC. Vic Conrad, CFP, ChFC, AIF, CPA (inactive) is the founder of PINNACLE Financial Strategies, an independent financial planning and wealth management firm located in Wexford. He has served PPGC as a Co-Chair of the Emerging Philanthropy Conference for two years and has been PPGC’s Assistant Treasurer for the last three years. He is a CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Financial Consultant, an Accredited Investment Fiduciary, and a “recovering” CPA (currently inactive with his license). Vic has been helping people make smart decisions about their money since 1994. While a resident of Cranberry Township since 1992, he is a life-long resident of the Pittsburgh area and grew up in Murrysville. He and his wife have a daughter who is 11 and twin boys who are 9. Vic enjoys playing golf and public speaking. Peter A. Diulus, MBA, CLU, ChFC is co-founder of DSF Wealth Management Group, LLC. He is a two-time graduate of the University of Pittsburgh (BA - Economics/Business; MBA - Finance) and a 30-year veteran of the financial services industry. His practice has focused on Executive Compensation Programs, Estate Planning and the topic on which he will speak today, Charitable Giving. He is a member of several industry organizations, including as Past President of the Society of Financial Services Professionals (SFSP) and has served in leadership positions in organizations such as St. Elizabeth of Hungary Church, Autism Speaks, Catholic Men's Fellowship of Pittsburgh and Legatus.