Learning Objectives:
- Introduce advisors to some fresh perspectives around the values-based financial planning concepts of wealth, philanthropy, and legacy.
- Help wealth advisors explore how to proactively build and sustain long term, multi-generational relationships with their clients by including philanthropy as a unique, compelling, and differentiating facet of their branding.
- Offer a framework and actionable approach that leads to deeper, broader, and more enduring client relationships
Agenda:
7:45 – 7:55 am Login 7:55 – 8:00 am Welcome and Introductions 8:00 – 9:00 am Program
Our Presenter:
Jay Weisman is a Chartered Advisor in Philanthropy® (CAP®) and the founder of Legacy Philanthropy Group. The Legacy Philanthropy Group provides innovative, hands-on philanthropic programs and workshops designed to build bridges between the nonprofits that provide the programs, expertise and infrastructure to make an impact in our communities, and the individuals and organizations that support the missions of these nonprofits with their time, talents, and money.
He is currently an Executive Board Committee Member and Philanthropy Committee Chairman with the American Red Cross, New Jersey Region. He also serves on the national board of the International Association of Advisors in Philanthropy and is a member of the Association of Nonprofit Specialists.
This will be a ZOOM presentation. ZOOM sign-on information will follow to those registered closer to the event.
REGISTER TODAY
September 21, 2023 4:30 PM- 6:30 PM
Members Joint Social – Space is Limited
Information Here
October 13, 2023 – In Person Program
“The 1980’s Are Calling! It’s Time to be Gift Planners Again!” A Look at What’s “Trending” in Gift Planning Today
Presenter: Philip A. Watson, Gift Planning Coaching & Consulting, LLC
Register here
November 10, 2023 – Virtual Program
Death, Taxes and Family Fighting: A Guide to Effective Estate Planning
Presenter: Polly Bartle Blomquist, J.D., Complete Estate & Probate Law
Register Here