Charity Begins at Home: Family Philanthropic Conversations with Clients

Charity Begins at Home: Family Philanthropic Conversations with Clients

Learning Objectives:

·     Demonstrate how to discuss, structure, and execute philanthropic conversations with clients and their families

·     Talk to their clients about the qualities associated with successful wealth transition and how these can be cultivated through family philanthropy

·     Effectively guide their clients on how to intentionally implement philanthropic vehicles not only to further social good but also to promote responsible wealth stewardship and family cohesion

·     Avoid common estate planning mistakes with clients and their families

Join Zoom Meeting

https://financialplanningassociation-org.zoom.us/j/95198792949?pwd=L3Y0ZHUvMEd6dEN4K2dNbXpMYkJPZz09

Meeting ID: 951 9879 2949

Passcode: 945330

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Meeting ID: 951 9879 2949

Find your local number: https://financialplanningassociation-org.zoom.us/u/aeDMvz7qfp

Wednesday, July 13th, 2022

Location: Zoom

1 Hr of CFP CE Credits

8:00am - 9:00am

RSVP to Gerry Oldenski

gerry@dynasetaz.com