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Partners in Planning
We understand the critical work Professional Advisors like you make to ensure your clients are equipped with the knowledge, understanding and trust in their wealth and estate management teams.
Connecting with clients about their charitable aspirations through the philanthropic conversation deepens the relationship and builds the foundations of life-long collaboration, helping clients achieve their philanthropic and financial goals. While many advisors support their clients in these aspirations, many need more information about how to grow their book of business and engage new clients through the power of philanthropic giving.
Please join us as a Partner in Planning and get involved in our Exclusive Advisor Event below. Partners benefit from invitations to Foundation events, resources to engage clients in new ways, as well as training in the important philanthropic conversation. We have developed a program to engage with you, our network of professional advisors, to keep you informed of the current priorities of the hospital and tools to work with your clients who are interested in philanthropy, either now or through their estate plan.
The session will include an expert presentation, and networking opportunities focused on the integration of strategic philanthropy in estate planning. Mark Halpern, CFP, TEP, and MFA-P, has been a leader in the financial planning industry for 33 years, specializing in tax-advantaged insurance solutions to protect families, create charitable legacies, and preserve estates. As CEO of WEALTHinsurance.com®, Mark collaborates with clients’ accountants, lawyers, and investment professionals to provide comprehensive estate planning.Images
Date and Time
Tuesday Oct 8, 2024
11:00 AM - 1:30 PM PDTTuesday October 8th, 2024,
11:00 AM - 1:30 PMComplimentary lunch and refreshments will be served.
Location
Morgan Creek Golf Club, 3500 Morgan Creek Way, Surrey BC
Fees/Admission
Free training Seminar, RSVP to register.
Complimentary lunch and refreshments will be served.
Contact Information
Ed Laverock
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