Webinar Registration

Introducing Financial Advisors for Good: Unlocking the Power of Giving Circles

Thursday, July 10, 2025 at 4:00 PM ET

Vice President, Financial Advisor

Michael Goldman, CFP®, MA

EP Wealth

Prior to joining EP Wealth Advisors in 2024, Michael was founder and executive director of Gather Financial® Planning, a boutique firm focused on providing life-centered financial advice.

Since 2009, Michael also has been actively involved in philanthropy, serving on the board of a charitable foundation and facilitating several giving circles.

Join us for an inspiring conversation on how financial advisors can amplify their charitable impact—together.

In this special session, Michael Goldman shares his experience with giving circles, a collaborative model that brings like-minded advisors together to pool resources, share values, and make a greater difference in the causes they care about. Tom Dickson will join Michael to discuss plans for enlisting Financial Experts supporters to join The Financial Advisors for Good circle so we can amplify the impact of our charitable efforts by working together.

You’ll learn:

✅ What giving circles are and how they work

✅ The unique role financial advisors can play in shaping them

✅ How joining (or starting) one can deepen client relationships and professional fulfillment

✅ Real-world insights from the launch of Financial Advisors for Good

If you're passionate about purposeful giving—and want to do more than write a check—this webinar is for you.

Register for Webinar

Complete the form below

Name

First Name *

Last Name *

Email Address *

Which financial planning program do you use? *

Who invited you?

ZIP Code

Which best describes you? *

State

City

Phone Number

What are your designations (e.g. CFP or CLU)?

Please provide your CFP ID #

A CFP ID number will be required in order to receive CE credit for this webinar.

Your B/D or RIA

Do you have a trusted mortgage advisor to serve your clients?

This question is for testing whether or not you are a human visitor and to prevent automated spam submissions.