Charity Begins at Home: Family Philanthropic Conversations with Clients

We invite you to join us for an exclusive livestreaming event Charity Begins at Home: Philanthropic Conversations with Clients. On Tuesday, May 11, earn one free CE Credit while our panel of experts exchange ideas and philanthropic insights you won’t want to miss.

Together we will explore:

• Why and how you should introduce family philanthropy to your clients
• Tips on talking to your clients about successful wealth transition and how these can be cultivated through family philanthropy
• Demonstrations on how to discuss, design and implement philanthropic solutions
• An overview of charitable tools to further social good and accomplish dynamic multigenerational meetings and conversations
• How to avoid common pitfalls when counseling clients and families to make for a smooth probate process

You won’t want to miss this, so register now because limited space is available.

Secure Your Seat Now!