How to Amplify your High Net Worth Practice with Charitable Planning - free virtual event

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Name: How to Amplify your High Net Worth Practice with Charitable Planning - free virtual event
Date: June 16, 2021
Time: 12:00 PM - 1:00 PM CDT
Event Description:
Professional advisors! Check out this virtual presentation led by Dana J. Holt, philanthropic strategist.
 
WHY ATTEND?
Most high net worth clients have vastly different expectations from their advisors about philanthropic planning and say they would choose their advisors based on philanthropic knowledge and experience.
 
Advisors who’ve embraced philanthropic planning have experienced great success and growth in their practices, including deeper client relationships, more high-quality referrals, and a link to the next generation!
Philanthropic planning is just like any other skill – it can be developed and strengthened. With the right practice and instruction, it can be effectively incorporated into any practice and bring great success!
 
YOU’LL LEARN:
What high net worth clients want from an advisor when it comes to their philanthropic planning.
How to use creative giving techniques like Donor Advised Funds and Charitable Remainder Trusts to make asset gifts even more powerful for donors and charities.
 
Important tax and legal concerns for donations of complex assets – from both the donor’s and the charity’s perspectives.
Register for this free event at https://bit.ly/2QU7Ks4
Location:
Online
Date/Time Information:
June 16, noon-1 pm
Contact Information:
Michelle Lippart Hardwick, director of gift planning, 920.702.7622
Fees/Admission:
Free
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