Webinar: The Power of Collaboration: Advisors and Gift Planners Working Together

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Event Info

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

Cost: CAGP Members: $29.99 / Non-members: $45.99 (+tax)


ross_young_photo.jpgThe Power of Collaboration: Advisors and Gift Planners Working Together

Presented by: Ross Young, 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.

NOTE: Times listed are in the Eastern Time Zone.

When

27 September, 1:00pm to 27 September, 2:00pm

Where

Online
Canada

Contact

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