BUILDING RELATIONSHIPS

General

This session will set out to create a deeper understanding of how advisors work with clients to achieve their charitable legacy. This panel will pull back the curtain and give the audience an insider’s view of how advisors unearth a client’s desire for impact and philanthropy. We will examine cases describing how a donor/client approaches giving and how a financial advisor not only utilizes optimal financial strategies and vehicles (such as Donor Advised funds), but also depends on charities.

Joady Guyot, Assante Wealth Management; Serena Hak, The Donor Motivation Program; Jeremy Hampson, CFP, CLU, Assante Capital; Jay Stark, CFP, The Donor Motivation Program; Brad Willems, CFP, Assante Financial