This luncheon has been canceled.
This luncheon has been canceled.
During this session, Kate McKenzie and Amy Razem will present an interesting case that will help advisors, estate attorneys and CPA’s better understand how engaging their clients around their highest ideals can not only deepen those relationships but can result in better tax, estate planning and charitable giving strategies.
Following Kate and Amy’s portion, David DelFiandra, Partner at Leech Tishman, Shana Bielich, CFP®, Vice President, Financial Advisor at Coghill Investment Strategies, LLC, and David M. Wilke, CPA, MBA, Managing Partner at Wilke & Associates will participate in a panel discussion to showcase how they’ve embraced philanthropy and legacy conversations into their practices and reasons why doing so is critical in today’s competitive market.
This lunch meeting is sponsored by
