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Wednesday October 2
11:30 AM - 1:30 PM
It is no secret that philanthropy is an important aspect of the wealth planning experience for many individuals in West Michigan. Increasingly your clients are relying on you for support with their charitable activity. In 2018, U.S. Trust partnered with The Philanthropic Initiative (TPI) on a study of advisors’ approaches to, and clients’ expectations of, philanthropic discussions. Join us for a presentation on the results of the study and a panel discussion with local professional advisors about how they approach the charitable giving conversation with their clients.
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Event registration summary
THE PHILANTHROPIC CONVERSATION - Understanding Advisor Approaches and Client Expectations:

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