Planned Giving Round Table (PGRT): Family Dynamics: A Case Study

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.