May 7 @ 8:00 am – 10:00 am
Join fellow estate and financial advisors for an engaging session on working effectively with families. Lauren Klein, Vice President of Funds & Foundations at The Associated, will guide participants through practical approaches to fostering meaningful dialogue around shared values, multigenerational engagement and philanthropic decision-making. Through a collaborative case study, advisors will gain tools to better support clients in aligning their financial plans with family priorities and long-term legacy goals.
All PGRT programs are eligible for 1 hour of Continuing Education (CE) credits for: AEP, CAP, CFP and CPA.
Come early to network. Breakfast will be served. Dietary laws observed.
The Associated is committed to making our events accessible to everyone.
If you require accommodations to participate, or have additional questions, please contact Itael Toibman in advance so we can make the appropriate arrangements.
PGRT brings together professionals from a variety of disciplines involved in planned giving. Through collaboration and shared expertise, we support effective charitable planning that helps care for those in need, combat antisemitism and strengthen Jewish life.
For the security of all, The Associated reserves the right to search all bags prior to entry.
By attending this event you consent to be photographed, filmed and/or otherwise recorded and to the release, publication, exhibition or reproduction of any and all recorded media of your appearance, voice and name for any purpose whatsoever in connection with The Associated: Jewish Federation of Baltimore, its initiatives, including, by way of example only, use on websites, in social media, news and advertising.
Lauren Klein is the Vice President of Funds and Foundations at The Associated: Jewish Federation of Baltimore. A seasoned non-profit professional, Lauren helps donors at The Associated with all of their charitable giving and guides them on their philanthropic journey. Specifically, she assists families in the creation of their philanthropic mission and values, works with families in the engagement of their children and grandchildren and develops a variety of educational opportunities to deepen understanding of community priorities and needs. She is also a certified trainer with 21/64, a non-profit consulting firm specializing in helping multiple generations work together more effectively. Her prior positions include endowment and major gifts fundraising with The Associated and other nationally-recognized non-profit organizations.
VISIONARY PARTNERS
LifeBridge Health • Wells Fargo
LEADERSHIP PARTNERS
BGE • Brown Advisory • CFG Bank • Curio Wellness | Far & Dotter • Hoffman & Co. Catering • Len Stoler Automotive • M&T Bank • MileOne Automotive • PNC Bank • RS&F • Trius Lending Partners
CHANGEMAKING PARTNERS
Alliance Material Handling, Inc. • BDO • Cole Roofing Co., Inc. | Gordian Energy Systems, LLC • FlexTG • Furman Honick Law • Goedeke Contracting • Gordon Feinblatt LLC • Hilb Group • Kramon & Graham, P.A. • Merritt Properties • MiCasa Title Group, LLC • MOI • Neptune’s Plumbing & Heating • Residential Title & Escrow Company • Saul Ewing LLP • Schoenfeld Insurance Associates • Venable LLP • WesBanco
FOUNDATIONAL PARTNERS
APG Federal Credit Union • Bolton • CFG Bank Arena • CliftonLarsonAllen • David Ross Orthodontics • Defender One Security • D.S. Thaler & Associates, LLC • First National Bank • Israel Bonds • Haymaker Technologies, Inc. • The Legacy Group, Inc • MidPoint Technology Group, LLC • Miles & Stockbridge • Paul Davis Restoration • Pinnacle Financial Partners • SOS Technology Group • Strategic Factory • T. Rowe Price • Truist • William Blair
IN-KIND & NONPROFIT PARTNERS
National Aquarium, Inc.
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