INTRODUCING PHILANTHROPY IN CLIENT CONVERSATIONS
Wednesday, May 6 from 12-1pm (one-hour educational lunch)
Complimentary lunch provided. Dietary Laws Observed
Focus Partners Wealth
5100 Town Center Circle, Tower Two, Suite 150, Boca Raton
- Enhance your skills for leading impactful conversations about legacy and charitable giving
- Walk away with real-world approaches you can use immediately with clients
- Help clients create lasting impact while deepening your advisory relationships
Moderator:
Joshua Goldglantz, Esq.
Panelists:
Elise Gross, Esq.
Marjorie A. Horwin, CPA
William C Miller, CFP®
