CEPC / CCF Luncheon

Date: Thursday, January 25, 2018
Time: 11:30am - 1:00pm
Location: Charlotte Harbor Yacht Club

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Topics:   "Raising Funds for Nonprofits in Non-Traditional Ways & What's Your Why?

Shane Westerhoelter, a nationally recognized motivational speaker, will discuss how to think outside the box when trying to raise funds for your nonprofit including how to use life insurance as a fundraising tool and how to be more effective in the branding for your nonprofit. 

This is jointly sponsored event between the Charlotte Estate Planning Council and the Charlotte Community Foundation.  All area nonprofit leaders (CEOs, administrative staff and Board members - many of whom are members of the Charlotte Estate Planning Council) are invited to attend and participate in this luncheon event.


Shane Westhoelter is CEO of Gateway Companies, Gateway Financial Advisors, Inc., and Gateway Insurance Group, Inc. He is a Registered Representative, and a Registered Investment Advisor Representative with Cambridge Investment Research, Inc. Shane has helped over 550 financial advisors as a business performance coach and is recognized as a national speaker for the financial services industry. Starting as an independent insurance agent in 1988, Shane went door to door to establish his client base. In 1990, he established Gateway Financial Advisors, Inc. as an insurance agency and an Independent Registered Investment Advisory Firm, which expanded nationally to over 200 office locations, with over $20 million in revenue and $2 billion of assets under management. In addition, he is founder and CEO of Gateway Insurance Group, Inc., providing fixed and P&C insurance to over 2,000 insurance brokers. He is a published author for Insurance Selling magazine, Society of Financial Service Professionals, and Financial Planning magazine, is a member of many industry associations and, through his career, has served in many leadership positions for industry and community organizations. Shane has been the recipient of many awards and accomplishments, including the Two Million Dollar Award (1996), Five Million Dollar Award (1999), National Quality Award (1998 – 2002), Leadership in Life Institute Graduate (2003), Million Dollar Round Table (1996 – 2006), Court of the Table (2006 – 2010), Top of the Table (2011 – 2016), Financial Advisor of the Year Award, St. Louis, Missouri (2006), Financial Advisor of the Year Award for State of Missouri (2006) Board Advisor of the Year Award (2007), NAIFA St. Louis Hall of Fame Award (2008), and the Award of Excellence by the HOS Business School at Berkley University of CA (2008). In his spare time Shane likes to run, bike, hike swim, and dine out.

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