Don't miss out 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:
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Real-life examples linking charitable giving to family values & succession planning.
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Unveiling how financial pros collaborate with the charitable community to achieve client goals.
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Initiating generosity talks: Key triggers & signs of readiness.
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And MORE!
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