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INSIGHTS for Professional Advisors

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The Fort Worth Club

306 West 7th Street

12th floor, Top of the Town

Fort Worth, TX 76102

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The North Texas Community Foundation invites you to join us for breakfast and a special presentation on multigenerational philanthropy titled The Art of Asking Great Questions with 21/64's Danielle Oristian York. York is an internationally recognized expert on multigenerational philanthropy and family decision making. In this session, develop a better understanding of who your client is, where they've been, and where they want to go. Deepen your client relationship by developing an understanding of their larger goals.

The event is $20 to attend.

1 hour CPE credit available

Accredited for 1 hour MCLE by the State Bar of Texas

1 hour CE credit hours for CFP available

The Community Foundation’s INSIGHTS for Professional Advisors is designed to connect professional advisors such as CPAs, attorneys, wealth managers, insurance specialists, financial advisors, and others with experts in various fields/specialties.

21/64 specializes in serving families with funds, foundations or other family enterprises as well as wealth and philanthropy advisors—so that multiple generations can work, give and serve together more effectively. The name is a symbol of our multigenerational approach to family collaboration.

EVENT SPONSOR: Fort Worth Chapter, Texas Society of CPAs

MEDIA SPONSOR: Fort Worth Business Press

Date and Time

Location

The Fort Worth Club

306 West 7th Street

12th floor, Top of the Town

Fort Worth, TX 76102

View Map

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