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Hosted by International Association of Advisors in Philanthropy

Webinar ~ The Philanthropic Power of the Legacy Story

Tuesday, March 23, 2010
3:00 PM - 4:00 PM Eastern Standard Time

Overview

Some of the most sought-after speakers on wealth related topics offer educational and networking opportunities to members and non-members during one hour monthly Webinars and Teleconferences.

Cost

Free for Advisors in Philanthropy members.
Non-member cost is $25 each webinar or teleconference. Payment can be made with a credit card on-line from the event registration page. 

How It Works

Join an outstanding educator to explore new tools and strategies, marketing ideas, practice management concepts, and how to better serve your clients. Webinars and Teleconferences usually last one hour and are open to all audiences.  Registration is required. Register online or by email, phone or fax.  Once registered, you will receive an e-mail confirmation with call in and log in information from gotowebinar service. 

CFP and PACE Credit

Most webinars and teleconferences offer CFP CE and PACE credit. You must attend at least 50 minutes of the call to receive a certificate of completion.
 
Registration
Scroll down on this page for registration and payment for this event.  View and search the Event Calendar for upcoming webinars and teleconferences.  

 

Evaluation Form

After each webinar or teleconference, you will be asked three simple questions at the end of the event.  Your feedback is greatly appreciated to help guide our educational planning efforts.  A copy of your comments will be shared with the speaker.  

Location

The comfort of your own home or office.
The web address and call in number will
be sent to you in advance.
   
 



Pay by Credit Card: After choosing, you will be taken to our secure PayPal payment area where you can pay by credit card, debit card or PayPal account.


Non Member Webinar Fee $25.00
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Agenda

 


Scott Farnsworth, JD, CFP®
President
SunBridge, Inc.

Mar 23 2010 3:00PM


The Philanthropic Power of the Legacy Story


Scott Farnsworth, president of SunBridge, Inc. in Harmony, Florida, and a leading expert on story-based planning, believes that the key to promoting greater philanthropy is learning how to connect with clients’ legacy stories more effectively. Using real-life examples from his own experience, he will demonstrate that by tapping into story—the most primeval mode of human communication—thoughtful advisors can ignite their clients’ giving and guide it in powerful directions. Story-based planning is an honest and authentic approach to discerning foundational client values and motivating them to act on their deepest and most altruistic natures. It also provides a richer and more meaningful experience for the professional advisor. This webinar will strike a chord with and speak to the hearts of caring advisors across the country, showing them how to make a more significant difference in their lives and their clients’ lives through the power of the legacy story.



Sessions


DateCourse Title/DescriptionStart
Mar 23, 2010 The Philanthropic Power of the Legacy Story Scott Farnsworth, JD, CFP® 3:00 P



Registration Fee
Member
No Charge
 
Non-Member
$25.00
Any additional session fees are itemized on the reservation confirmation.