Join financial planner Michael Goldman and Emily Rasmussen from Grapevine.org for an webinar designed for financial advisors who are passionate about supporting their clients' charitable goals. Discover how you can help create impactful giving circles tailored to the unique needs of the next generation, entire families, or like-minded individuals within your client base.
Webinar Highlights:
- Collaborative Insights: Learn how from Grapevine.org platform partners with financial advisors to establish and nurture giving circles that resonate with diverse client groups.
- Real-Life Examples: Hear from financial planner Michael Goldman as he shares inspiring examples of giving circles he's been developing.
Why Attend?
Enhance your advisory services by integrating philanthropic planning into your practice.
Foster deeper client relationships through meaningful, purpose-driven initiatives.
Equip yourself with the knowledge and tools to guide clients in creating lasting legacies.
