2012 Event Sponsors

Plantinum Sponsors


Event Sponsors

Thursday, November 15, 2012

1:50 p.m. - 2:40 p.m.

TEN GAME-CHANGING OPPORTUNITIES TO ENHANCE YOUR CLIENT RELATIONSHIPS BY DISCUSSING PHILANTHROPY--1 CE CREDIT

Eileen Heisman President and CEO, NATIONAL PHILANTHROPIC TRUST

Ninety-seven percent of Americans want to discuss charitable giving with their financial management advisors, but only a small percentage are actually having the conversation. By working with your clients to create a philanthropic strategy, you can expand your expertise, deepen the client relationship, create a bridge to the next generation and potentially tap into new financial resources-all while benefiting important charitable causes. This presentation will give you help you understand the importance of a charitable giving strategy, initiate the philanthropy conversation with your clients, and capitalize on ten game-changing moments in your clients' lives that create charitable giving opportunities.

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