January 22, 2009 · The Harvard Club · New York City
Who Should Attend?
- Financial advisors who want to work with the philanthropic wealthy.
- Senior managers responsible for supporting the planned giving efforts of their firms.
- Financial advisors interested in working with the affluent.
How will you benefit from the workshop?
- Learn the optimal way to profile the philanthropic wealthy thereby setting the stage to deliver charitable solutions.
- Learn
how to work most effectively with charitable organizations to deliver
planned giving solutions to their high-net-worth donors.
- Learn about the latest charitable gifting strategies.
Registration Cost: $149 per person
Complimentary books provided:
- Fortune's
Fortress: A Primer on Wealth Preservation for Hedge Fund Professionals
($525.00) by Arthur A. Bavelas, Russ Alan Prince, Edward A. Renn and
Mindy F. Rosenfeld
- Giving Wisely ($24.95) by Russ Alan Prince, Chris Blunt & Gary L. Rathbun
- High-Net-Worth Psychology: Finding, Winning & Keeping Affluent Investors ($24.95) by Russ Alan Prince and Karen Maru File
