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Webinar: Elevating Your Firm: Engaging Clients through Giving Circles
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Webinar: Elevating Your Firm: Engaging Clients through Giving Circles

10/21/2025
When: Tuesday, October 21, 2025
12 noon Pacific | 3 pm Eastern
Where: Zoom
United States


Online registration is closed.
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About the webinar... 

In the rapidly evolving landscape of financial planning, clients are increasingly seeking advisors who can align their financial strategies with their personal values and philanthropic aspirations. This panel discussion brings together financial and philanthropic advisors to explore how financial planning firms can position themselves as pioneers in values-driven, holistic wealth management by leveraging community-centric models of giving.

Attendees will gain insights into collective giving as a powerful vehicle for clients to make as much impact as possible with their giving. You’ll learn how planners have engaged their clients in "meaningful fun" by connecting them through Giving Circles to network with like-minded individuals, learn about great causes and nonprofits, and do good in the process.

Learning Objectives:

  1. Understand the client value proposition of incorporating giving circles into financial planning services.
  2. Examine a case study of how one financial planning firm successfully implemented giving circles with their clients.
  3. Identify initial steps and resources for exploring giving circles as a client engagement strategy.

 

About the presenters...


 

Emily Rasmussen – Founder & CEO of Grapevine

Emily Rasmussen has a diverse work experience spanning various industries. Emily is the Founder and CEO of Grapevine since September 2017. Prior to that, they served as the Executive Director of the Center for Ballet and the Arts at New York University from September 2014 to August 2017, where they played a pivotal role in expanding the way ballet is perceived and practiced in the 21st century. Emily also worked as a Consultant for Disney Theatrical Group from March 2016 to September 2016. Emily held key positions at Lincoln Center for the Performing Arts, including Producer for Lincoln Center at the Movies: Great American Dance from September 2014 to April 2016, and Special Assistant to the President from July 2013 to August 2014. Additionally, Emily gained valuable experience as an MBA Fellow in the Strategy and Business Development Group at Lincoln Center for the Performing Arts in 2012. Prior to that, they were an Associate at Nancy Barry Associates LLC from January 2010 to June 2011. Emily has a background in project management and social impact work, as evidenced by their role as a Project Manager at Drishtee from September 2007 to April 2009, where they managed relationships with social impact investors and developed microfinance programs. Emily also worked as a Junior Advisor to the Deputy Permanent Representative at the Permanent Mission of Finland to the United Nations, New York, in 2006. Emily Rasmussen began their career as a Ballet Dancer at Pacific Northwest Ballet from September 2000 to June 2002.

Emily Rasmussen received a Bachelor of Arts degree in Diplomacy and World Affairs, as well as Economics, from Occidental College from the years 2003 to 2007. Later on, they pursued a Master of Business Administration degree in Business Administration from Harvard Business School, studying from 2011 to 2013.


 

Randi Hogan, CAP® – President, Hogan Philanthropy Consulting, LLC

Randi Hogan is a philanthropic advisor and founder of Hogan Philanthropy Consulting, where she collaborates with financial planning firms and wealth management teams to incorporate meaningful philanthropic planning into their suite of client services. For more than 25 years, she has collaborated with changemakers, community leaders, high-capacity donors and visionaries to help individuals and families give more boldly and create positive change in the world. Randi is a faculty member of the Impact Philanthropy Advisor (IPA) program and has earned the designation of Chartered Advisor in Philanthropy® from The American College of Financial Services. She is also a 21/64 Certified Advisor in multi-generation family philanthropy and has been credentialed as a Certified Fundraising Executive (CFRE).


 

Michael Goldman, CFP®, MA – Vice President, Advisor, EP Wealth Advisors

Michael is passionate about helping people identify and reach meaningful life goals by providing in-depth financial planning, teaching and coaching throughout their financial life journey. Many of the challenges in life have some financial tether. Using his extensive experience and the principles of behavioral finance, Michael enjoys helping bring about a transformation in his clients so they can turn their dreams into reality and achieve the life they want.

Prior to joining EP Wealth Advisors in 2024, Michael was founder and executive director of Gather Financial® Planning, a boutique firm focused on providing life-centered financial advice. Before founding GatherFP, he was a talent consultant, helping to hire and coach hundreds of executives, managers and professionals at Fortune 500® companies. Since 2009, Michael also has been actively involved in philanthropy, serving on the board of a charitable foundation and facilitating several giving circles.

Michael has an MA in Business Psychology from New York University, with a focus on behavioral finance. Having completed the rigorous CERTIFIED FINANCIAL PLANNER™ professional requirements, Michael carries the CFP® mark of distinction. And, as a NAPFA-registered financial advisor, he has taken a strict fiduciary oath and meets extensive continuing education requirements.

Residing in Yarmouth, Maine with his wife, two daughters, triplet bonus sons, and a toy poodle named Rocky, Michael enjoys hobbies that include woodworking, hiking, camping, and long drives in his Corvette.

 

 


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