Loading Events

« All Events

  • This event has passed.

What Your High Net-Worth Donor/Clients Want You to Know

May 21, 2019 @ 11:15 am - 1:15 pm

Guest Speaker: Vivan Loy, CFP Senior Wealth Strategist, PNC Wealth Management
About the presentation: In depth studies have been done by the Nonprofit Community to determine what motivates Major Donors, but more importantly what these high net-worth donor/clients expect of their professional advisors.  Above and beyond the legal and tax components, which are expected, these motivated individuals expect EVERY member of the planning team to understand, guide and support the personal and philanthropic goals.’

CE: Pending Approval for 1.25 CFRE continuing education points and 1.5 CLE credit hours from The Missouri Bar.

Details

Date:
May 21, 2019
Time:
11:15 am - 1:15 pm
Event Category:
Website:
https://slccgp.org/event/may-21-2019-education-meeting/?instance_id=182

Organizer

Saint Louis Council of Charitable Gift Planners
Phone
314-473-6300
Email
admin@slccgp.org
View Organizer Website

Venue

Saint Louis Club
7701 Forsyth Blvd.
St. Louis, MO 63105 United States
+ Google Map