Webinar: Professional Advisors: Door or Window?

 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.

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:

 

 

 

 

February 24th, 2021 1:00 PM   through   2:00 PM
Online – National
Canada
Phone: 888-430-9494  ext. 222
Email:
Price
Member Price for Individuals $ 35.00 + $ 0.00 Tax
Non-Member Price for Individuals $ 55.00 + $ 0.00 Tax
Member Price for Group Viewing $ 75.00 + $ 0.00 Tax
Non-member Price for Group Viewing $ 130.00 + $ 0.00 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: Webinar: Professional Advisors: Door or Window?


You can also share the below link in an email or on your website.
https://www.cagp-acpdp.org/fr/civicrm/event/info?id=1057&reset=1
;