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SUMMARY:Wealth Management EDGE - WealthStack 2025
DESCRIPTION:The Boca Raton Resort\nBoca Raton\, FL \nTech for Growth features invaluable perspectives from industry pioneers like Brian Portnoy and Jason Pereira to help advisors increase productivity and improve client experience with the latest technology solutions. Explore topics such as AI-driven client engagement\, next-gen digital experiences\, and the future of integrated tech stacks. Gain the tools\, strategies\, and connections essential for driving productivity and profitability. \n \nREGISTER NOW
URL:https://foundationsource.com/event/wealth-management-edge-wealthstack-2025/
CATEGORIES:Conferences
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DTSTART;TZID=America/New_York:20250610T130000
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SUMMARY:Foundation Source's Offerings: Live Presentation - Jun 10\, 2025
DESCRIPTION:Join Us For a Live Presentation of Foundation Source’s Offerings\nSupport for philanthropists and their professional teams\n \nTechnology\nOur technology is purpose-built with one thing in mind: more effective philanthropy for donors\, nonprofits and advisors. \nAmplify impact\nAddress the capabilities\, workflows and requirements of charitable vehicles\nImproved experience\, reduced risk and increased efficiency\n\n\n \nExpertise\nWith deep domain and regulatory experience\, our in-house specialists are here to help you reach your goals. \n65+ years of in-market experience\nSupport all stages of giving through private foundations\, charitable trusts and donor-advised funds\nPersonalized\, responsive service from tax\, regulatory and philanthropic experts to drive better outcomes\n\n\n \nAdministration\nWe offer enterprise-caliber\, outsourced solutions for private foundations\, planned giving programs and financial institutions. \nOutsourced\, configurable charitable administration\nWe can handle all the administrative details\, so funders can enjoy their philanthropy\nModern\, frictionless experience \n\n  \nREGISTER NOW
URL:https://foundationsource.com/event/foundation-sources-offerings-live-presentation-jun-10-2025/
CATEGORIES:Webinars
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