YOUR GIFT. YOUR LEGACY.TM
What you’ll learn:
Achievements by the Leukemia & Lymphoma Society and how your donations impact both the lives of those affected and the research our esteemed partners are able to conduct
Cutting-edge developments in the research of these terrible diseases, and progress for finding a cure
Visionary tax-planning strategies utilized to create tax-favorable income through planned giving
How to create a legacy by teaching generational charitable giving without impacting you or your children’s wealth
TIBOR KOVACSOVICS, MD
Medical Director for the Inpatient Service of the Division of Hematology and Hematologic Malignancies
Dr. Kovacsovics brings to the University of Utah extensive expertise in the clinical management of patients with hematologic malignancies, particularly acute leukemias. In his role at the University of Utah, Dr. Kovacsovics will serve as the Medical Director for the Inpatient Service of the Division of Hematology and Hematologic Malignancies. In his role as Associate Director of Hematologic Malignancy Clinical Research in the HCI Clinical Trials Office, he will establish a phase 1 program in hematologic malignancies, coordinate clinical research in the Division and develop a Clinical-translational Research Network suitable to carry out multicenter investigator-initiated studies in hematologic malignancies, with an emphasis on correlative science. He will also develop relationships with community practices to engage community practices in HCI-based clinical trials and increase the number of patients treated on clinical trials.
Dr. Kovacsovics graduated from the University of Geneva Medical School, and was a Resident in Internal Medicine at the Clinique Médicale Thérapeutique at Geneva University Hospital, Switzerland, after which he became Chief Resident at the same institution. He also completed training as a Research Assistant at the Institute of Biochemistry at the University of Lausanne, Switzerland. He then became a Clinical and Research Fellow in Medicine, Hematology-Oncology, at Massachusetts General Hospital and Brigham and Women’s Hospital, Harvard Medical School. This was followed by positions as “Chef de Clinique” and “Médecin Associé” in the Division of Hematology at Lausanne University Hospital, Switzerland, where he set up the autologous hematopoietic stem cell transplant program. In 2004 he was recruited to the Faculty at Oregon Health Science University, where he developed a program in acute leukemia, with a focus on innovative clinical trials and molecular diagnostics. Dr. Kovacsovics has served as both principal investigator and co-investigator on numerous clinical trials and grants. Many of his clinical trials focus on new agents for treatment of acute leukemias. He is a member of multiple professional societies, and was the chairman of the Swiss Leukemia Cooperative Group (SAKK) from 2002-2004. He has published over forty peer-reviewed manuscripts, and is a regular reviewer for many top Hematology journals, including Blood, American Journal of Cancer, Haematologica, and Leukemia.
Sean P. Lee
Master of Science in Financial Services
Sean’s mission is to inspire our clients to experience a real relationship with a financial firm unlike anything they have ever had before, by placing the highest importance on business ethics, world class professionalism, unbiased counsel and an extension of public knowledge on current issues affecting retirees and their heirs.
Sean has been recognized by Utah Business magazine as one of the Top 40 Under 40 professionals in Utah. He has been recognized by Fidelity Investments for Fiduciary Excellence. Sean most recently was selected as a finalist for Advisor of the Year from Retirement Advisor magazine. As a trusted professional in Utah, Sean has been featured in The Wall Street Journal’s Market Watch, The Deseret News, The Salt Lake Tribune and USA Today. He has also been featured as a local ?nancial advisor on Utah’s NBC station, KSL 5.
As an Investment Advisor Representative with Elevated Retirement Group, Sean is held to the highest fiduciary standards, making investment recommendations in the best interests of his clients and always operating in an ethical manner. He holds a Master of Science in Financial Services MSFS from the Institute of Business & Finance and a Bachelor of Science in finance from Westminster College.
Sean was born and raised in southern Wyoming but has called Utah his home for over 17 years. He currently lives with his wife, daughter and son in Draper. In his free time, Sean enjoys playing and coaching baseball, golfing and spending time with his family and friends.
Kirk Cassidy, IAR
President of Senior Planning Advisors, Inc.
and Strategic Investment Advisors, Inc.
Kirk Cassidy is the president of Senior Planning Advisors and Strategic Investment Advisors. He holds a life insurance license in Michigan and other states, as well as a Series 65 securities license, which makes him a fiduciary.
Kirk believes the best assistance he can give his clients in retirement is helping each create a comprehensive retirement plan that fits his or her needs. Kirk developed an asset allocation model that provides his clients with a roadmap to help preserve and distribute financial assets, while also helping increase their wealth.
Kirk has extensive experience in charitable planning and helping clients utilize charitable strategies that allow them to fulfill their philanthropic goals while more effectively managing tax liabilities. In addition, he has been actively involved in a number of charitable organizations, including sitting on the boards of directors of the Don Ferrarese Charitable Foundation and the Brent G. Cassidy Family Foundation.
Kirk and Jessica Cassidy
In 2009, Kirk’s father, Brent, was diagnosed with stage 4 non-Hodgkin lymphoma. Since hearing of Brent’s diagnosis, Kirk’s wife, Jessica, was on a mission to absorb any and all information to aid in his treatment. This is when she found the Leukemia & Lymphoma Society.
Jessica discovered that LLS graciously provides a plethora of resources for not only patients but their families through their multiple patient-service programs. These services provide direct access to financial aid, clinical trials and support teams, just to name a few.
During Brent’s battle he was enrolled in a clinical trial that prolonged his life, allowing one of the greatest gifts of all: becoming a grandparent to Kirk and Jessica’s daughter, Samarra. The couple flew back to Michigan so Jessica could give birth at the same hospital in which Brent was receiving treatment, and he was able to be a part of the birth of the next generation of his family. Unfortunately, six months later, Brent lost his battle.
Though Jessica and Kirk already supported LLS by advocating and raising millions through planned giving and awareness, losing Brent made their desire to make a greater impact in the blood cancer community grow exponentially, and inspired them to do more to honor and help keep his legacy alive. They jumped into the Light the Night Campaign and Executive Challenge, and funded a research grant in honor of Brent through Dr. Carl June's CAR-T Immunotherapy engineering.
Their continued desire, tenacity and planned-giving strategies gained recognition by Frank Canning from LLS. After a lot of meetings and many calls, their model turned into the first pilot program of Your Gift, Your Legacy.
Kirk and Jessica's desire to make a global impact on the blood cancer community became a reality when they launched this platform with the assistance of LLS (specifically Frank Canning and Erin Kozaki), its partners and Advisors Excel. YGYL is now being catapulted to a national program.
Advisors Excel has fully supported Kirk, Jessica and LLS’ partnership. At their recent national event, they raised $630,000 in a single night for LLS, ultimately helping the organization make YGYL possible.