Greg Hammond, CFP®, CPA

CEO, Hammond Iles Wealth Advisors

Greg Hammond is the chief executive officer of Hammond Iles Wealth Advisors, and co-founder of Planned Giving Strategies®. Greg leads a team of professional financial advisors providing customized wealth management and investment solutions for high-net-worth individuals, families, companies, and charitable organizations across the U.S.

As a recognized leader in the fields of charitable giving and investment management for small and mid-sized companies and their executives, Greg serves as a valuable resource for other successful business owners. He has extensive personal and professional experience in small business and the complexities unique to entrepreneurs.

From strategic wealth management, to succession planning, and implementing a donor’s philanthropic plans, Greg brings with him a breadth of knowledge cultivated from over twenty years in investment management and financial services.

Greg co-hosted Planning for Tomorrow on CBS network WTIC News Talk 1080AM for over three years. Radio shows across the country have interviewed him on charitable giving and building a legacy based on his book, You Can Do More That Matters.  The media often interviews Greg; recently CNBC on the topic of succession planning, the Wall Street Journal on Earning Income While Making a Gift, and the Hartford Business Journal Nonprofit Notebook for Planned Giving. Greg is a keynote and session speaker at national and regional conferences, estate planning councils, religious and nonprofit organizations.

A graduate of Miami University, Oxford, Ohio with a B.A. in Accounting, Greg is a CERTIFIED FINANCIAL PLANNER™ Professional, True Wealth Consultant, and Certified Public Accountant.

Greg is committed to making a difference, and supports nonprofit and charitable organizations through sponsorship, board, and committee involvement. He has participated in Habitat for Humanity and led group mission trips in the United States and Mexico. Greg and his business partner, Scott Iles host annual fundraising events in support of Connecticut Children’s Medical Center.

Greg is a board member of The Planned Giving Group of Connecticut (PGGCT) and Advisory Board member for The Connecticut Forum. He serves asCorporator for Connecticut Community Care, and Treasurer for Westminster Presbyterian Church. He is a member of the Partnership for Philanthropic Planning (PPP), the Financial Planning Association (FPA), Association of Fundraising Professionals (AFP), the American Institute of Certified Public Accountants (AICPA) and the International Association of Advisors in Philanthropy (AiP).

Greg lives in West Hartford, Connecticut with his wife Karen and their two daughters. He enjoys research and writing, tennis, and a challenging round of golf when he is not at the office or enjoying time with his family.

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Greg Hammond, CFP®, CPA SPEAKING ENGAGEMENTS

Extended Engagement:

09/07/2008 – 03/13/2011

WTIC News Talk 1080AM, Weekly Half Hour Radio Show “Planning for Tomorrow” co-hosted, various topics on charitable, life and financial planning, #1 rated show in its time slot with individuals age 55 and up, reference: Ms. Aimee Ashton, CBS Radio,
860-508-2608.

Past

9/9/2016 - Pinnacle Elite Advisor Platform Conference, EAP , Hilton Head, SC
25 minutes, Session, You Can Do More That Matters for Advisors and Financial Professionals. Reference: Edgar Morales, Pinnacle Insurance and Financial Services, Chief Marketing Officer, Chief of Staff 904-296-4100 ext. 174 or Edgar.Morales@Pinnacleifs.com.

2/26/2016 - Pinnacle Elite Advisor Platform Conference EAP, St. Augustine, FL
15 minutes, Session, You Can Do More That Matters for Advisors and Financial Professionals. Reference: Edgar Morales, Pinnacle Insurance and Financial Services, Chief Marketing Officer, Chief of Staff 904-296-4100 ext. 174 or Edgar.Morales@Pinnacleifs.com.

9/29/2015 - Crescendo Inspiring the Depths of Giving Conference, Orlando, FL
45 minutes, Session, You Can Do More That Matters. Reference: Sharon Park, Administrative Coordinator, Crescendo Interactive, Inc., 800-858-9154 or sharon@cresmail.com. www.CrescendoInteractive.com

9/18/2015 - Shenandoah Valley Westminster-Canterbury Retirement Community, Winchester, VA.
1 hour, Lead, You Can Do More That Matters II.  Reference: Stephanie Landes, Director of Development & Community Relations, Shenandoah Valley Westminster-Canterbury 540-665-5923 or SLandes@svwc.orgwww.svwc.org

6/11/2015 - IMI Wealthy Families/Family Office Forum, Greenwich, CT
on behalf of CT Sports Foundation, 30 minutes, Lead. No formal evaluations. Reference: Jane G. Ellis, Executive Director, Connecticut Sports Foundation, 860-388-0788 or janeellis@sportsfoundation.org.

5/28/2015 - De La Salle Christian Brothers Center, Narragansett, RI
45 minutes, Lead, You Can Do More That Matters. No formal evaluations. Reference: Ed Queenan, Wealth Impact Partners, 401-519-3849 or ed@wealthimpactpartners.com.

4/29/2015 - University of New Haven, New Haven, CT
Financial Fundamentals, 1 hour, Lead, no formal evaluations.

3/27/2015 - Partnership for Philanthropic Planning of Greater Philadelphia, Philadelphia, PA
45 minutes, Lead, You Can Do More That Matters. Rated Excellent, Reference: Joe Tumolo, CAP® Gift Planning Development, LLC, 610-653-7906 or joe@giftplanningdevelopment.com.

2/10/2015 - Shenandoah Valley Westminster-Canterbury Retirement Community, Winchester, VA.
1 hour, Lead, You Can Do More That Matters. Rated excellent, Reference: Stephanie Landes, Director of Development & Community Relations, Shenandoah Valley Westminster-Canterbury 540-665-5923 or SLandes@svwc.org.

2/10/2015 - Estate Planning Council and TriState Association of Fundraising Professionals, Winchester VA
(AFP) Chapter, 1 hour, Lead, You Can Do More That Matters.  Rated Excellent, Reference: John Warren, Principal, John W. Warren & Associates, 540-664-6663 or johnwarrenassociates@gmail.com.

10/16/2014 - Private Client Event, Glastonbury, CT
1 hour, Lead, Rated excellent. You Can Do More That Matters

9/18/2014 - Interview with Sandra Joseph, former Leading Lady, Phantom of the Opera, Westbrook, CT
30 minutes, You Can Do More That Matters.  Reference: Sandra Joseph, Sandra@SandraJoseph.com.

7/18/2014 - Discover 2014 National Conference, Securities Service Network (SSN) Baltimore MD
1 hour, Session, You Can Do More That Matters.  Reference: Cindy Winchester, Marketing Manager, Securities Service Network, 865-777-4677 ext. 356 or cindy.winchester@ssnetwork.com.

5/8/2014 - Radio interview, WRGA-AM 1470 and internet simulcast Talk of the Town Atlanta, GA
15 minutes – Live, Can Anyone Really Escape Death & Taxes? Host Nelle Reagan 706-291-9744.

4/24/2014 - Conference on Philanthropy 2014, Chicago, IL
Advisors in Philanthropy (AiP) 1 hour session speaker with co-author Ron Ware, You Can Do More That Matters  Reference: Laura J. Malone, CAP®, CEPA, Conference Chair and Sheila Gidley, CAE, Advisors in Philanthropy
312-252-2501.

4/22/2014 - Radio interview, Advisor Radio
30 minutes – Live, Financial Advisors: Broaching the Subject of Philanthropy With Clients, Host Ellen Rogin,
347-215-7291 or ellen@ellenrogin.com.

4/8/2014 - Radio interview, Experience Pros Network and internet simulcast (syndicated to  AM 560 KLZ, Denver CO, 30 KJSL, St. Louis MO, 92.5 FM / 850 AM WXJC, Birmingham AL, Business 1570 AM, Minneapolis/St. Paul MN);
10 minutes – Live, Do Rich People Know They’re Rich? Co-hosts Angel Tuccy and Eric Reamer 303-477-5600.

3/26/2014 - Day Kimball Healthcare, Putnam, CT
Lecture, 1.5 hours, Lead, Donor presentation, You Can Do More That Matters. No formal evaluations, Reference: Ms. Pamela Watts, Director of Development, Day Kimball Healthcare, 860-928-7141.

3/13/2014 - Women in Philanthropy of Western MA, Springfield, MA
1 hour, Session, You Can Do More That Matters for Nonprofit Organizations. Rated Excellent, Reference: Karen Dionne, Conference Programming Committee kdionne@honors.umass.edu or Monica Borgatti, Senior Philanthropic Administrator, US Trust monica.borgatti@ustrust.com.

3/7/2014 - Radio interview WDNG-1450 and internet simulcast,  Birmingham, AL
55 minutes – Live How Many Generations Will Your Memory Live On? Host Pamela Bates 256-237-4139

3/3/2014 - Radio interview, KXFN-AM 1380 and internet simulcast Money Talk Monday St. Louis, MO
10 minutes – Live, How Many Generations Will Your Memory Live On?  Co-hosts Kelley Lamm and Cassandra Walker 314-918-0683.

1/21/2014 - Radio interview, Sirius XM Satellite Radio Network and internet simulcast, Nationally Syndicated “People, Money, & Life” and “Let’s Talk Money” Washington, DC
25 minutes – Taped, How Many Generations Will Your Memory Live On? Host, Ms. Taylor Thomas 202-588-1070.

12/9/2013 - Radio interview, KCFN-AM-1380, All Talk St. Louis, Mo
25 minutes – Live, How Many Generations Will Your Memory Live On?  Hosts Victoria Babu and Melanie Moon. Contact Rich Ghazarian 727-443-7115 ext. 203 or rich@newsandexperts.com

12/6/2013 - Radio interview WOCA-AM 1370 AM-FM and internet simulcast, Gainesville / Ocala / The Villages, FL.
25 minutes – Live, How Many Generations Will Your Memory Live On? Hosts Larry Whitler and Robin MacBlane (352) 351-2828.

11/15/2013 - 29th Annual National Philanthropy Day in Connecticut Conference, Trumbull, CT
Association of Fundraising Professionals AFP-CT, 1 hour, session speaker, You Can Do More That Matters. Rated Excellent, Reference:  Marianne Hickey, chapter administrator, at mariannehickey@afpfairield.org or 203-834-1910.

11/7/2013 - National Philanthropy Day Conference in Westchester, Tarrytown, NY
Association of Fundraising Professionals, AFP-NY . session speaker, 1 hour, You Can Do More That Matters Rated Excellent, Reference: Joseph Ferraro, CFRE, AFP-NY Westchester Educational Programming Chair, 914-419-5945 or philanthropyday@afpwestchester.org

10/17/2013 - AFP 30th Annual MA Conference on Philanthropy, Boston, MA
Association of Fundraising Professionals (AFP),  session speaker, 1 hour, with co-author Ron Ware You Can Do More That Matters. Reference: Carrie Winchman, Chapter Manager. MA Chapter, info@afpmass.org, 781-894-3140.

07/16/2013 Covenant Village, Cromwell, CT , Lead, “The True Cost of Staying in Your Home” Rated Good/Excellent, reference: Alex Crosby, Martino & Binzer, 860 678-4300.

05/03/2013 - Discover 2013 National Conference, Securities Service Network, Las Vegas, NV, Lecture, 1 hour, Lead, “Financial Advisor: Fit Fee-based Into Your Practice” Rated Good/Excellent, reference: Heather Mazzouccolo, Marketing Manager, 800-264-5499

11/27/2012 - The Old Guard of Connecticut, West Hartford, CT, Lecture, 1 hour, Lead, “You Can Do More that Matters” Rated Good/Excellent reference: Don Kauke, Secretary, The Old Guard, dkauke@yahoo.com.

11/15/2012 - Association of Fundraising Professionals (AFP),  AFP 2012 Connecticut Philanthropy Day Conference, Trumbull, CT, Lecture, 1 hour, Lead, “Planned Giving Trends, Challenges and Solutions” How to Start or Improve a Planned Giving Program”  reference: Ms. Jeanne Boyer Roy, Programming Chair, AFP CT Chapter, 203-421-3113, extension 124.

11/01/2012 Hammond Iles Wealth Advisors “Lifetime Income, More for Heirs and Charity” Old Lyme, CT, Lecture, 1 hour, Lead.

10/24/2012 - Association of Fundraising Professionals (AFP) National Webinar  1.5 hour “The Planned Giving Toolbox” On-demand release date 10/24/2012.

10/18/2012 - Association of Fundraising Professionals (AFP),  AFP Connecticut Chapter Meeting, Meriden, CT, Workshop, 1 hour, Lead, “The Planned Giving Toolbox”, Rated Excellent, reference: Ms. Jeanne Boyer Roy, Programing Chair, AFP CT Chapter, 203-421-3113, extension 124.

10/11/2012 - Day Kimball Healthcare Harvest Dinner, Putnam, CT, Lecture, 1.5 hours, Lead, Donor presentation on “Lifetime Income, More for Heirs and Charity” no formal evaluations, reference: Ms. Pamela Watts, Director of Development, Day Kimball Healthcare, 860-928-7141.

05/04/2012 - Securities Service Network Discover2012 National Conference, Savannah, GA, Lecture, 1 hour, Lead, “Financial Advisor: Overcoming the 6 Biggest Investment Management Challenges”, Rated Good/Excellent, reference: Heather Mazzouccolo, Marketing Manager, 800-264-5499.

04/25/2012 - Association of Fundraising Professionals (AFP), AFP Western Massachusetts Chapter Meeting, Holyoke, MA, Lecture, 1 hour, Lead, “Planned Giving Trends, Challenges and Solutions: How to Start or Improve a Planned Giving Program”, Rated Good/Excellent, reference: Ms. Angelina Ramirez, Stavros Center for Independent Living, 800-804-1899 ext. 315.

03/14/2012 - Estate Planning Council of Lower Fairfield County Chapter Meeting, Westport, CT, Lecture, 1 hour, Lead, “The Planned Giving Toolbox: Donor-Centric Strategies to Grow Your Business” Rated Good/Excellent, reference: Ms. Carolyn Armbrust, MBA, AIBA, ASA, Principal, The Axcess Group, LLC, 203-226-3064.

03/12/2012 - Day Kimball Healthcare Breakfast of Champions Event, Putnam, CT, Lecture, 1.5 hours, Lead, “Income Tax Reduction and Estate Tax Elimination” no formal evaluations, reference: Ms. Pamela Watts, Director of Development, Day Kimball Healthcare, 860-928-7141.

01/27/2012 - Securities Service Network Rep Forum, Orlando, FL, Lecture, 0.5 hour, Lead, “Working with Non-Profit Organizations”, no formal evaluations, reference: Mr. Wade Wilkinson, President, Securities Service Network, Inc. 865-264-5499.

01/19/2012 - Kelly Financial Group, LLC and Retirement Visions, LLC, Rocky Hill, CT, Lecture, 1 hour, Partner, “Forecasts: Past and Present” Rated Excellent/Very Good, reference: Mr. Jay Gershman, President, Retirement Visions, LLC, 860-899-1280.

12/15/2011 - Association of Fundraising Professionals (AFP),  AFP Connecticut Chapter Meeting, Meriden, CT, Workshop, 1 hour, Lead, “Ethics: Challenges, Questions and Best Practices” Rated Excellent/Very Good, reference: Ms. Jeanne Boyer Roy, Programing Chair, AFP CT Chapter, 203-421-3113, extension 124.

11/17/2011 - Association of Fundraising Professionals (AFP), AFP 2011 Connecticut Philanthropy Day Conference, Waterbury, CT, Lecture, 1 hour, Lead, “Moves Management, The Planned Giving Toolbox” Rated Excellent/Very Good, reference: Ms. Jeanne Boyer Roy, Programming Chair, AFP CT Chapter, 203-421-3113, extension 124.

10/28/2011 - Elim Park Baptist Home, Cheshire, CT, Lecture, 1.5 hours, Lead, Donor Presentation on Charitable Giving Strategies, Rated Excellent/Very Good, reference: Mr. Carl Jahrstorfer, Director of Development, 203-272-3547 ext. 172.

10/06/2011 - Covenant to Care for Children, Avon Public Library, Avon, CT, Lecture, 1.5 hours, Lead, Donor Presentation on Income Tax Reduction & Estate Tax Elimination, Rated Excellent/Very Good, reference: Ms. Caryl Hallberg, Chief Executive Officer, Covenant to Care for Children 860-243-1806.

06/30/2011 - Elim Park Baptist Home, Cheshire, CT, Lecture, 1.5 hours, Lead, Donor Presentation on Income Tax Reduction & Estate Tax Elimination, Rated Excellent/Very Good, reference: Mr. Carl Jahrstorfer, Director of Development, 203-272-3547 ext. 172.

04/05/2011 - Covenant to Care for Children, CT State Capitol, Hartford, CT, Lecture, 1.5 hours, Lead, Donor Presentation on Income Tax Reduction & Estate Tax Elimination, no formal evaluations collected, reference: Ms. Caryl Hallberg, Chief Executive Officer, Covenant to Care for Children 860-243-1806.

03/30/2011 - Planned Giving Strategies, LLC, Ashlar Village, Wallingford, CT, Lecture, 3.0 hours, Partner,  Seminar for Development Professionals, “The Planned Giving Toolbox – Donor-Centric Planned Giving Tools and Strategies” Rated Excellent/Very Good.

11/18/2010 - Association of Fundraising Professionals (AFP), 2010 Connecticut Philanthropy Day Conference, Waterbury, CT, Lecture, 1 hour, Lead, “How to Create High Trust Donor Relationships” did not receive evaluations, reference: Ms. Via Garafola, former President, AFP CT Chapter.

11/10/2010 - Planned Giving Group of Connecticut Meeting, Wallingford, CT, Lecture, 1 hour, Lead, “How to Create High Trust Donor Relationships” no formal evaluations collected.

10/28/2010 - Planned Giving Strategies Charitable Leaders Forum, Wethersfield, CT, Lecture, 1 hour, 1 of 3 keynote speakers, “Building Donor Loyalty” Rated Excellent/Very Good.

06/29/2010 - Planned Giving Strategies Lunch & Learn, Westbrook, CT, Seminar, 1.5 hours, Lead, “How to Create High Trust Donor Relationships”, Rated Excellent/Very Good.

04/06/2010 - Life Church, Granby, CT, Seminar, 1.5 hours, Lead, “9 Principles of True Wealth”, no formal evaluations collected, reference: Mr. Rick Johnson, Coordinator 860-482-8651.

03/25/2010 - Planned Giving Strategies in partnership with 6 non–profit organizations, Cromwell, CT, Lecture, 1.5 Hours, Lead, Donor Presentation on Income Tax Reduction & Estate Tax Elimination, Rated Excellent/Very Good.

03/23/2010 - Glastonbury Adult Education Class, Glastonbury, CT, Seminar, 1.5 hours, Lead, “9 Principles of True Wealth” did not receive evaluations.

07/22/2009 - Securities Service Network National Conference Rep Forum, Seattle, WA, Seminar, 1 Hour, Lead, “9 Principles of True Wealth” no formal evaluations collected, reference: Mr. Wade Wilkinson, President of Securities Service Network, 865-777-4677.

07/14/2009 - Kelly Financial Group, LLC and Planned Giving Strategies, LLC, Seminar, 1.5 hours, Lead, “9 Principles of True Wealth” rated Excellent/Very Good.

06/30/2009 - Planned Giving Strategies Charitable Leaders Forum, Cromwell, CT, Seminar, 3 hours, Partner, Non-profit strategies to succeed in a difficult economy, rated Excellent/Very Good