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

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.