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The Philanthropic Conversation: Adding Value to Client Relationships
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The Philanthropic Conversation: Adding Value to Client Relationships

 Export to Your Calendar 3/6/2018
When: Tuesday, March 6, 2018
11:30 am - 1:30 pm ET
Where: Tower Club
8000 Towers Crescent Drive
Suite 1700
Vienna, Virginia  22182
United States


Online registration is available until: 2/28/2018
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Join us at the next AiP DC Luncheon

The Philanthropic Conversation:
Adding Value and Values to Client Relationships
with Mark Ewert and Jay Weisman

Most advisors excel at helping their clients accumulate and protect their wealth with long-term financial goals in mind. However, the majority of advisors stop short when it comes to helping their clients discover the meaning of the wealth they are accumulating. By blending financial and values-based planning, an advisor can build multi-generational relationships and help their clients align their financial plans with their personal values and their desire to make a difference.

Continuing Education

This session has been approved for one hour CE credit for CFP® designee holders.
In addition, a general certificate of completion will be made available for those professionals who feel the program satisfies their continuing education requirements and are able to self-file.

Tuesday, March 6, 2018 | 11:30 am - 1:30 pm
Tower Club
8000 Towers Crescent Drive, Suite 1700 | Vienna, VA 22182
AIP Members: $55 | Non-Member: $65

Space is limited, so secure your seat today!

Learn more about AiP and membership benefits here.

 

About Mark Ewert, CAP, PCC
Legacy Philanthropy Group

Mark is a Chartered Advisor in Philanthropy®, and a Professional Certified Coach (PCC). This unique combination of philanthropy advising and professional coaching skills fuels his active practice in both philanthropy coaching and nonprofit leadership coaching; working with individuals, families, teams, and coaching groups. Mark is the author of the book, The Generosity Path: Finding the Richness in Giving. His writings have also been featured on The Motley Fool website, The Chronicle of Philanthropy, and Sojourner’s Magazine.


   

About Jay Weisman, CAP
Legacy Philanthropy Group

Jay Weisman is a Chartered Advisor in Philanthropy® (CAP®) and the founder and principal of Legacy Philanthropy Group. The Legacy Philanthropy Group provides innovative, hands-on philanthropic programs and workshops designed to build bridges between nonprofits that provide the programs, expertise and infrastructure to make an impact in our communities, and the individuals and organizations that support the missions of these nonprofits with their time, talents, and money.


Jay brings a unique perspective to his work, having spent many years working with donors, nonprofits, foundations and corporate giving programs all across the United States. He has lectured and spoken at the University of Wisconsin, the University of Delaware, and Fairleigh Dickinson University as well as at venues such as the Foundation Center in New York City.


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