Planned Giving Round Table (PGRT) – Family Dynamics: A Case Study
October 18 @ 8:00 am – 10:00 am
$25
Presenter: Lauren Klein
Assistant Vice President, Funds & Foundations, The Associated
8:00 a.m. Networking | 8:30 a.m. Program
Join fellow estate and financial advisors for a collaborative and interactive case study on managing family dynamics. Lauren Klein, family engagement expert, will lead a discussion on best practices for advisors to facilitate deeper conversations with your clients around values, next-gen involvement and philanthropy.
Light breakfast. Dietary laws observed.
This program is eligible for 1 hour of Continuing Education (CE) credits for: AEP, CAP, CFP and CPA.
Questions? Contact Jackie Yahr at jyahr@associated.org or 410-369-9248.
Corporate Sponsors
PGRT Gold Sponsors
CFG Community Bank • Withim
PGRT Silver Sponsors
First National Bank • PK Law • Tucker & Meltzer
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