The Philanthropy Talk: The Client Conversation Worth Having with Greg Doepke, CFP, CAP
Dates: August 27, 2019
Meets: Tu from 11:30 AM to 1:00 PM
Location: Auburn Chamber of Commerce
Registration Fee: $39.00
Sorry, this course has been cancelled. Please contact our office to see if it will be rescheduled, or if alternative classes are available.
This lunch and learn program will cover topics for financial advisers to discuss charitable planning with their clients. Fully one-third of high-net worth individuals surveyed in the 2017 U.S. Trust Study of the Philanthropic Conversation said that the topic should be raised during their very first meeting with an adviser, and 90% stated that the discussion should occur within the first several meetings.
| Fee: | $39.00 |
|---|---|
| Hours: | 1.50 |
| CEUs: | 0.15 |
Auburn Chamber of Commerce
714 East Glenn StreetAuburn, AL 36830
