Join us on Thursday, September 14th, 11:00 am EST as Janine Purves, Planned Giving Consultant, Donor Motivation Program teams up with Dilmini Bonas, Regional Vice-President, Wealth Planning, Assante Wealth Management. This highly anticipated Campfire Chat will dive into the inner workings of a Financial Planner and their Wealth Planning Team.

Explore:

• Real-life examples linking charitable giving to family values & succession planning.

• Unveiling how financial pros collaborate with the charitable community to achieve client goals.

• Initiating generosity talks: Key triggers & signs of readiness.

• And more! Don't miss out!