Summer School: Donors are Clients and Clients are Donors: Understanding the Client and Financial Advisor Philanthropic Conversation

 Registration is closed for this event

CAGP Members: Please be sure you are signed in before continuing with the registration in order to ensure you receive member pricing.

Donors are Clients and Clients are Donors: Understanding the Client and Financial Advisor Philanthropic Conversation

This session will set out to create a deeper understanding of how advisors work with clients to achieve their charitable legacy. This panel will pull back the curtain and give the audience an insider’s view of how advisors unearth a client’s desire for impact and philanthropy. We will examine cases describing how a donor/client approaches giving and how a financial advisor not only utilizes optimal financial strategies and vehicles (such as Donor Advised funds), but also depends on charities.

all_panelists.png

Panelists: Joady Guyot, Assante Wealth Management; Serena Hak, The Donor Motivation Program; Jeremy Hampson, CFP, CLU, Assante Capital; Jay Stark, CFP, The Donor Motivation Program; Brad Willems, CFP, Assante Financial

Session sponsor:

adv_logo-cmyk-w-tag.png

Date: Wednesday, July 15, 2020 - 1:00 - 2:00 pm EDT

Cost for individuals (plus tax):
CAGP Members: $45
Non-members: $75

Cost for organizations (plus tax):
Participate in this session with up to 10 of your team colleagues in the office or virtually.
CAGP Member: $95
Non-Member: $160

Summer School Premier Sponsor

 

assante_priv_client_logo.jpg

 

July 15th, 2020 1:00 PM   through   2:00 PM
Online-Vancouver Island
Canada
Phone: 2504756700
Email:
Event Pricing
Members -- Region: ON $ 45.00 + $ 5.85 Tax
Members -- Region: AB, BC, MB, SK, QC, YT, NT, NU $ 45.00 + $ 2.25 Tax
Members -- Region: NB, NL, NS & PE $ 45.00 + $ 6.75 Tax
Organization Pricing -- Members -- Region: ON $ 95.00 + $ 12.35 Tax
Organization Pricing -- Members -- Region: AB, BC, MB, SK, QC, YT, NT, NU $ 95.00 + $ 4.75 Tax
Organization Pricing -- Members -- Region: NB, NL, NS & PE $ 95.00 + $ 14.25 Tax
Non-Members -- Region: ON $ 75.00 + $ 9.75 Tax
Non-Members -- Region: AB, BC, MB, SK, QC, YT, NT, NU $ 75.00 + $ 3.75 Tax
Non-Members -- Region: NB, NL, NS & PE $ 75.00 + $ 11.25 Tax
Organization Pricing -- Non-Members -- Region: ON $ 160.00 + $ 20.80 Tax
Organization Pricing -- Non-Members -- Region: Region: AB, BC, MB, SK, QC, YT, NT, NU $ 160.00 + $ 8.00 Tax
Organization Pricing -- Non-Members -- Region: NB, NL, NS & PE $ 160.00 + $ 24.00 Tax

Download iCalendar entry for this event.  iCalendar feed for this event.

Help spread the word

Please help us and let your friends, colleagues and followers know about our page: Summer School: Donors are Clients and Clients are Donors: Understanding the Client and Financial Advisor Philanthropic Conversation


You can also share the below link in an email or on your website.
https://www.cagp-acpdp.org/en/civicrm/event/info?id=1044&reset=1
;