• Wednesday Nov 15, 2017
• Start Time: 7:30AM
• End Time: 9:15AM
• Garden of the Gods Club, 3320 Mesa Road
• Presented by: Jeff Gott, MBA

Program Description:  What if you could:

1. Bring more meaning to your client engagements
2. Create a bridge to the next generation
3. Increase your assets under management
4. Potentially provide your clients additional income during their lifetime.
5. All while helping them leave a legacy

Philanthropy is Financial Planning’s Force Multiplier – a frequently unused tool in the financial planner’s toolbox.

In light of the significant capital gains you have earned your clients, there may be no better time than year-end 2017 to consider charitable planning.

RSVP Required:  Please register by Monday, November 13th.

Register