State of the (Charitable) Union: how understanding needs in our region can transform your client relationships
During this session, Kate McKenzie and Amy Razem will present comprehensive data to showcase the needs in our region and how understanding these needs is critical for advisors and estate attorneys to best serve their charitably inclined clients.
Following Kate and Amy’s portion, David DelFiandra, a top Estates and Trusts Attorney and Casey Robinson, a high net worth financial advisor , 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.
In conclusion, our presentation 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 during these uncertain and everchanging times.
The presenters are:
Kate McKenzie, D.Sc, CAP, Assistant Director of Development, The Pittsburgh Foundation
Amy Razem, CAP, Senior Development Officer
David J. DelFiandra, JD, Partner, Leech Tishman
Casey Robinson, CFP®, Managing Director, Waldron Private Wealth
1 CFP and 1 CPE credit granted. 1 CLE pending approval.
