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DTSTART:20220426T124500Z
DTEND:20220426T140000Z
LOCATION:Zoom - Register through CVent 
UID:2234820220426T124500ZVirtual Morning Meeting: Amplify Your High Net Worth Practice with Philanthropic Planning
DTSTAMP:20260416T102532Z
DESCRIPTION:\n[DETAILS](https://cvent.me/GMNk3Q)\n[REGISTRATION](https://cvent.me/Z1VvyL) \n \n \n \n \n \nMost high net worth clients say their advisors aren’t good at philanthropic planning. They also have vastly different expectations than their advisors about how philanthropic planning should happen. \n \nHigh net worth clients also say knowing that an advisor has personal philanthropic experience and knowledge would factor into which advisor they choose and it would enhance the credibility of advice provided. \n \nAdvisors who have embraced philanthropic planning have experienced great success and growth in their practices, including deeper client relationships, more high-quality referrals, and a link to the next generation.\n \nPhilanthropic planning is just like any other skill – it can be developed. With the right practice and instruction, it can be successfully incorporated into any practice and bring great success! \n \nLearning Objectives\nBy attending this session advisors will learn:   \n Understand what High Net Worth clients want from an advisor when it comes to their philanthropic planning.  Understand how to grow a professional practice with philanthropic planning. Understand how to use creative giving techniques like Donor Advised Funds and Charitable Remainder Trusts to make these asset gifts even more powerful for donors and charities.  Understand important tax and legal concerns for donations of complex assets – from both the donor’s and the charity’s perspectives.  \nZoom Webinar Login: 7:45 – 7:55 am\n Announcements: 7:55 – 8:00 am\n Presentation: 8:00 – 9:00 am\n \nAnticipated CE: 1 CFP®1 MN Insurance & 1 CLE Credit\n
SUMMARY:Virtual Morning Meeting: Amplify Your High Net Worth Practice with Philanthropic Planning - Twin Cities Estate Planning Council 
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