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9/6/2018
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When:
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Thursday, September 6, 2018
4:30 - 6:30 PM
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Where:
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Law Offices of Sideman and Bancroft
1 Embarcadero Center, #2200 (22nd Floor)
San Francisco, California 94111
United States
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Online registration is closed.
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« Go to Upcoming Event List
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Join AiP SF-Bay Area for a session on
Philanthropic Conversations
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Thursday, September 6, 2018 | 4:30 - 6:30 pm
Law Offices of Sideman and Bancroft
1 Embarcadero Center, #2200 (22nd Floor) | San Francisco, CA 94111
Space is limited - reserve your spot today!
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About the Program...
Have you ever wondered how to start a philanthropic conversation with your clients and prospects? Studies show that high net worth clients want their advisors to talk with them about philanthropy, and not from a tax perspective, but from the heart. Are you comfortable having a heart to heart discussion with your clients about philanthropy?
Please join us as we introduce you to resources that can help you start or enhance the philanthropic conversations with your clients and their families.
Members* of AIP will receive a dedicated card game which helps articulate your top core values. It is easy to learn and play and is great to use with clients.
Presented by...
Amanda Weitman, Managing Director,Wells Fargo Private Bank
Betsy Strong, CFP, President, Strong Legacy Planning
*Current or any new members who join following this program will receive a free deck of "values determination" playing cards.
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| The AiP San Francisco-Bay Area Chapter is dedicated to enhancing the level of philanthropic impact through increased communication and conversation among the philanthropic advisory community and their donors. For information in regard to membership opportunities and benefits please click here.
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