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

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Event Info
Summary:

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.

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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


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

 

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When

15 July, 1:00pm to 15 July, 2:00pm

Where

Online

Canada

Contact


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