As documented by multiple studies, nearly all wealthy investors self-identify as philanthropic. Therefore charitable expertise has become a necessity for proactive financial advisors. That’s why Foundation Source is hosting a special event that will help you serve your philanthropic clients, differentiate your practice, and build your book of business.
Foundation Source Senior Managing Director Joshua Stamer will moderate a discussion with advisors from two Barron’s-ranked firms, Aspiriant and Summit Trail Advisors, as they cover topics including:
- When to incorporate charitable planning services into your practice
- Managing the interplay between philanthropy and existing strategies for investments, tax mitigation, and estate planning
- How to identify and engage philanthropic clients of means and qualified prospects
- Support and resources for delivering targeted solutions
Tuesday, May 18th at 4:15 PM ET