The Power of Collaboration: Advisors and Gift Planners Working Together - RECORDING

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ross_young_photo.jpgThe Power of Collaboration: Advisors and Gift Planners Working Together
Presented by:
Ross Young, CA, CFP, FEA,  Secure Capital Management

This webinar will go through case studies to demonstrate the importance of having all of the donor’s advisors (including the gift planning team) working collaboratively to ensure the donor’s wishes are achieved. The case studies will show the power of working together and how an intended gift can go wrong when the advisors are not working together. Focus will also be given to the benefit to the advisor of including charitable gift planning as a part of their overall services.

Unless otherwise noted, prices for webinars are: CAGP Members: $35 (no tax) Non-Members: $50 (no tax)
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