The Philanthropy Talk: How Do I Do It, and Why Should I Do It
Location: Teresa's Italian Eatery, 149 S. Main St., Middleton, MA
5:30 pm: Networking and cash bar (Light dinner will be provided along with a cash bar)
6:00 pm: Key findings presentation, The Philanthropic Conversation: Understanding Advisor Approaches & Client Expectations
6:30 pm: Panel discussion and Q&A
7:30 pm: Event concludes
Joint meeting with Essex County Estate Planning council.
JOIN US for an evening of networking and learning focused on key findings from the 2018 study, The Philanthropic Conversation: Understanding Advisor Approaches & Client Expectations, conducted by The Philanthropic Initiative in partnership with U.S. Trust.
Together, we will discuss the report that...
• Explores advisors’ approaches to philanthropic conversations with their high net worth clients.
• Examines high net worth individuals’ perceptions of these discussions.
• Shows trends since this research was last conducted in 2013.
The study and its findings will provide discussion content for a panel of professional advisors and a Q&A session. Light dinner will be provided along with a cash bar.
Please RSVP by January 17 at eccf.org/RSVP: http://eccf.org/RSVP