5/10/2016 | 3:30 PM

Inspired Clients & Advisor Partnerships For A Better World

Would you like to make the next years of your practice truly inspiring? Meaningful legacies for advisors is not just about assets under management or the money we save clients. We are called to make a better world around us at AIP Inspired planning, not just prudent planning, is made more exciting and effective if client and advisor truly are on the same page. Empathy based on values clarification and passionate purpose and care, make for a more lively client/advisor relationship. Too often advisors make a tax case for giving and leaving a legacy, and fail to truly move clients to their highest ideals and hopes that might be materialized or at least begun during their lifetimes. In this session, three well seasoned advisors, Clemens Pietzner, President of the Triskeles Foundation, and philanthropic and legacy advisors, Louis Wellmeier and Tracy Gary of Inspired Legacies.com, a new online set of podcasts and tools for inheritors and advisors, will share the ways we can better work together to unleash greater generosity before a tax hike becomes necessary. Content from Inspired Legacies' podcasts and our presenter's work with clients and client families and their foundations will be shared: -What are the issues that face inheritors as they consider planning? -What ways can advisors be more effective in working with foundations and clients? -What are exemplary advisors doing to reach the next generation? -What are the mistakes that advisors make with inheritors and the wealthy? -What do advisors forget on their webpages to attract values-based clients?How can we co-create a better world? -How can you, your firm and clients model and attract the clients you want? Come and share your wisdom. Intergenerational dialogue and diversity of opinion and experience will be encouraged.

Offers one CE credit hour for the CFP and PACE (CAP) designations

 About the Presenters:

Tracy Gary, Wholehearted Generosity & Triskeles Foundation

Tracy Gary is a donor activist and nonprofit entrepreneur for over 40 years, Gary educates and coaches individual donors, family foundations, financial service organizations, and nonprofits on the stewardship of money, leadership, planning and philanthropy. At the heart of it, she discovers what is important to those she educates and supports. Then she offers leadership coaching to assist them in channeling resources to what is key and impactful for  both givers and receivers and is needed in communities.

Gary has served on 35 boards of directors and has help to start 23 nonprofits and foundations including, the first locally based women’s fund in 1979, The Women’s Foundation of California, She has worked in all 50 states, as well as over 24 international locations, promoting impactful giving, women’s leadership, and social and racial justice. Gary is known for her knowledge of the nonprofit community, trends in the giving sector, and as a strategic and development planning mentor and partner for many. She has given away $1mm that she inherited in her twenties, and $1.3 million additionally, by giving 40% of her earnings, annually. Her passion and commitment to giving and to growing donor leadership and effective teams in nonprofits is her lifelong, change strategy.

Gary graduated from Sarah Lawrence College with a degree in Mythology and Cultural Anthropology. She is the author of, " Inspired Philanthropy: Creating a Giving Plan and Leaving a Legacy."

Louis Wellmeier, Triskeles Foundation

 Louis Wellmeier has 15 years of personal experience with a holistic and emotionally-based approach to wealth, inheritance, family governance and legacy creation.He has 10 years of professional experience in the inheritance planning industry as an attorney, a financial advisor with Merrill Lynch, a trust advisor and a private inheritance consultant.His work interconnects many fields and disciplines, including estate planning, long-term financial planning and philanthropy planning.