Video Playback: Lunch & Learn | May 2021

In this session, we featured advisors who spoke about philanthropy and the role that professional advisors play in their clients’ philanthropic endeavours.

We:

Discovered why advisors believe it’s important to bring up the topic of charitable giving

Learned which stage you should bring up charitable giving and how you should do it

Learned what resonates the most with clients about charitable giving

Brought to light how the topic of giving has changed over the years and how advisors modify their approach

Panelists:

Karin Sloan DeLaney, Esq., Sloan DeLaney, P.C., Estate Planning Attorney

Grace Ghezzi, CPA/PFS/CFF, CFP®, CFE, AEP®, Grace B. Ghezzi Consulting, LLC, Financial Planner

Madelyn Hornstein, CPA, CEO, Dermody, Burke & Brown, CPAs, LLC, Tax Accountant

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