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
Friday, May 12, 2017, 9-10:30
REGISTER HERE FOR THIS C4 WORKSHOP
Click here for the full 2016-2017-2018 Endowed & Planned Gift Workshop schedule