A Case Study in Philanthropic Expertise: Do You Know What You Don’t Know?

Join us to explore a case study in multi-generational family wealth and giving.


This session is approved for 1 hour of General CFP® CE.

Taking time to discuss charitable giving with your clients is a great way to deepen your client-advisor relationships. But these discussions are uniquely challenging, since you might be asked to identify tax strategies, navigate family dynamics and even assess the impact of philanthropic grants and nonprofit organizations.

When posed with questions about your clients’ philanthropy, do you know what you will handle, and when you will pull in additional expertise?

You’re invited to explore a case study in multi-generational family wealth and giving, as we look at one family’s journey that starts with selling their business and ends with their shared philanthropic impact.


Thursday, August 26
11 a.m. to 12 p.m. Central


After this virtual and interactive session, you will have a better understanding of the resources available to you, and how Greater Horizons can serve as your co-pilot as you create a comfortable space for your clients and their families to discuss their visions, values, and the many options and vehicles for their philanthropic dollars.

You’ll hear from:

♦ Phil Cubeta, CLU®, ChFC®, MSFS, AEP®, CAP®, Sallie B. and William B. Wallace Chair in Philanthropy, The American College of Financial Services

♦ Tony Macklin, CAP®, Senior Program Consultant, National Center for Family Philanthropy

♦ Whitney Hosty, CAP®, Senior Philanthropic Advisor, Greater Kansas City Community Foundation | Greater Horizons

♦ Chris Rigsby, CAP®, Relationship Manager, Greater Kansas City Community Foundation | Greater Horizons

Please RSVP to confirm your attendance. We will email Zoom details to registered attendees at least one hour prior to the session.

 

Required for CE reporting.


This session is approved for 1 hour of General CFP® CE and is brought to you by the Greater Kansas City Community Foundation and Greater Horizons.