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Buffalo Chapter- Live VTC Lunch and Learn - Integrating Charitable Giving into Succession Planning
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Buffalo Chapter- Live VTC Lunch and Learn - Integrating Charitable Giving into Succession Planning

5/16/2018
When: Wednesday, May 16, 2018
1:00 - 3:10 pm EDT
Where: Giancarlo's Sicilian Steak House and Pizzeria
5110 Main St.
Buffalo, New York  14221
United States
Contact: Buffalo Chapter
716-860-5478

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LUNCH AND LEARN VTC

HELPING CLIENTS SUCCESSFULLY INTEGRATE CHARITABLE GIVING INTO SUCCESSION PLANNING

 

Prepared by FSP National, this is LIVE video teleconference.

The program begins promptly at 1:00 PM, there is a 10 minute break at 2PM. The session completes at 3:10PM.

Please arrive at 12:30 PM, as the delicious lunch buffet opens then.

Our sponsor is Janus Henderson, and Greg Pierce is the representative.

 

Program Overview

Studies show that over 70 percent of charitable giving is done by individuals during their lifetime; including transfers at death raises that number to 80 percent. Now consider that business owners give at higher levels in comparison to their counterparts. With 31 percent of high-net-worth clients reporting that they would switch advisors if the new advisor would discuss philanthropy, the implications for advisors are clear: Advisors who can offer knowledgeable guidance will distinguish themselves from the others and add tremendous value to advisor-client relationships.

CE Credits

This program has been submitted for 2 credit hours for insurance, CFP®, banking, accounting, legal, and PACE/PRCE. 


 

Partners of FSP