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Planned Giving Round Table (PGRT):
What Clients Want from Their Advisors: The Philanthropic Conversation


May 9 @ 8:00 am

8:00 a.m. Networking | 8:30 a.m. Program

1726 Reisterstown Road
Pikesville, Maryland 21208 United States
$25

Most high-net-worth individuals are passionate about giving back to their communities, viewing philanthropy as a vital part of their wealth journey. Nevertheless, the discussions and guidance provided by their advisors don’t always match their expectations. Philanthropic talks hold significant weight in shaping an individual’s or family’s wealth journey, influencing their financial planning and management. Additionally, these conversations present a valuable opportunity for advisors to foster stronger connections with clients, enriching their relationships and fostering business growth through genuine engagement in causes close to their hearts.

Presenter: Presenter: Erin Hogan
Managing Director and Philanthropic Market Executive
Bank of America, Philanthropic Solutions


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.

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