at its Monthly Breakfast Meeting

Tuesday, DEC 10, 2019

8 am- 10 am

**1-hour CE credit for CFP**

presented by

  Mark Ewert

&

Jay Weisman

**1-hour CE credit for CFP**

Most advisors excel at helping their clients accumulate and protect their wealth with long-term financial goals in mind. However, the majority of advisors stop short when it comes to helping their clients discover the meaning of the wealth they are accumulating.

By blending financial and values-based planning, an advisor can build multi-generational relationships and help their clients align their financial plans with their personal values and their desire to make a difference.

This program is designed to:

 • Introduce advisors to some fresh perspectives around the values-based financial planning concepts of wealth, philanthropy, and legacy.   

• Help wealth advisors explore how to proactively build and sustain long term, multigenerational relationships with their clients by including philanthropy as a unique, compelling, and differentiating facet of their branding.

• Offer a framework and actionable approach that leads to deeper, broader, and more enduring client relationships.

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