What Your High Net-Worth Donor/Clients Want You to Know
Saint Louis Club 7701 Forsyth Blvd., St. Louis, MO, United StatesGuest 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 ...