In this session, we're featuring advisors who will speak about philanthropy and the role that professional advisors play in their clients' philanthropic endeavours.

We will :

Discover why advisors believe it’s important to bring up the topic of charitable giving
Learn which stage you should bring up charitable giving and how you should do it
Know what resonates the most with clients about charitable giving
Learn how the approach may change with clients from different racial/ethnic backgrounds
Bring to light how the topic of giving has changed over the years and how advisors modify their approach

Panelists:

Karin Sloan DeLaney, Esq., Sloan DeLaney, P.C., Estate Planning Attorney

To learn more about Karin's work, click HERE.

Grace Ghezzi, CPA/PFS/CFF, CFP®, CFE, AEP®, Grace B. Ghezzi Consulting, LLC, Financial Planner

To learn more about Grace's work, click HERE.

Madelyn Hornstein, CPA, CEO, Dermody, Burke & Brown, CPAs, LLC, Tax Accountant

To learn more about Madelyn's work, click HERE.

Date:

May 11, 2021

Time:

12-1:15 PM

Location:

This is a virtual event held via Zoom. Your Zoom link will be sent in your confirmation email.

Tickets for this invitation-only event are free, but registration is required.

Virtual PA Lunch & Learn May 2021