An Exclusive One-Day Workshop

Directed by Arthur A. Bavelas, Chairman, Bavelas Group

Guest Presentations
by
Russ Alan Prince, Prince Associates;

And David T. Leibell, Partner, Wiggin Dana;

And Vincent D'Addona, CLU, ChFC, MSFS, AEP, a Principal at Strategies for Wealth

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

or

For more information about the seminar,

or to inquire about bringing the seminar in-house to your company,

please call Steve Kimball at 732-450-8866, ext. 29 or [email protected].