- Join
- Network & Volunteer
- Events & Programs
- Job Postings
- Support Us
- Resources
- afpglobal.org
Event Calendar
|
Planned Giving from an Advisor's POV
Club Room at Cherry Ridge (Webster) 900 Cherry Ridge Blvd. Webster, NY 14580 View additional information
Wednesday, March 18, 2026, 8:00 AM - 10:00 AM EDT
Category: Educational Programs
Planned Giving from an Advisor's POV
Join Lydia Palmer, Founder and Financial Advisor at Higher Purpose Financial, for an in-depth discussion about planned giving.
Hear how a financial advisor approaches charitable giving vehicles with their clients. Which do they lean on most? How can your understanding of these help you bring value to your prospects and donors? Agenda Check-in: 8:00 AM
Program: 8:30 - 9:30 AM Networking: 9:30 - 10 AM CFRE Credits: 1
Cost: Members $25 | Non-Members $40
Attendees will leave with a better understanding of application of planned giving vehicles from the perspective of a financial advisor, which means better understanding of client expectations and motivations in choosing specific vehicles, and deeper understanding of the role advisors play in guiding clients to giving options.  Contact: [email protected] |
Prev Month
View Month
Search
Go to Month
Next Month
Export Event