Schedule of Events

November Breakfast Meeting

  • Thursday Nov 14, 2019
  • Start Time: 8:30AM
  • End Time: 10:50AM
  • Rivers Club, One Oxford Center, 301 Grant Street, downtown Pittsburgh

Engaging Your Clients Around  Legacy and Philanthropy: Set Your Practice Apart

During this session, Kate McKenzie and Amy Razem from The Pittsburgh Foundation will facilitate an exercise that will help advisors better understand how engaging their clients around their highest ideas can not only deepen the relationship with their clients, but can result in better tax, estate planning and charitable giving strategies.  David DelFiandra, a top Estates and Trusts Attorney and Adam Yofan, a high net worth financial advisor will participate in a panel discussion to show how and why they have embraced philanthropy and legacy conversations into their practices and reasons why doing so is critical in today’s competitive market.