NP WS: Pro Advisor Panel


panelThe Role of Professional Advisors in Planned Giving & Major Gifts

People meet with estate planning attorneys, financial managers, stockbrokers, CPAs, and insurance professionals to get their affairs in order.  Learn from the region’s advisors about their involvement in planned giving philanthropy decisions.  Panelists to be confirmed.

 

REGISTER HERE FOR THIS C4 WORKSHOP

Click here for the full 2015-2016 Endowed & Planned Gift Workshop schedule