Nearly all high-net-worth clients give to charity annually, and the majority are looking to you to help them be more strategic. Discover how to integrate charitable planning as part of a holistic wealth management offering to deepen client engagement and attract new clients.

Key Speakers

Nadine Lee
Managing Director and President, The Colony Group
Margot Navins
Vice President, Charitable Planning Consultant, Fidelity CharitableĀ®