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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.