Webinar: Professional Advisors: Door or Window?

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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.

Cost for Individuals: CAGP Members: $35 / Non-members: $50 (Tax exempt)
Cost for Group Viewing for up to 10 team members: CAGP Members: $75 / Non-members: $130 (Tax exempt)

Chapters seeking to purchase this webinar for a Chapter Event, please contact National Office.


Wednesday, February 24, 2021 at 1:00 pm ET
Professional Advisors: Door or Window?
Presenter: Glenn Stewardson, CFP, The Donor Motivation Program®

Charities are worried that a prospective donor’s financial advisor will shut the door on gift conversations. In truth, financial advisors provide a window into the donor’s motivations and the best way for the donor to make their gift.  Assante advisor Glenn Stewardson will share how charity personnel can earn trust and work effectively with financial advisors by understanding their professional concerns and their role in protecting their client’s/donor's interests.

Webinar Wednesdays is sponsored by:

 

 

 


 

When

24 February, 1:00pm to 24 February, 2:00pm

Where

Online

Canada

Contact

education@cagp-acpdp.org
Phone: 888-430-9494

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