Cross Functional Teaming: Improving Client Outcomes, Maximizing Charitable Giving and Reducing Taxes

Date: Thursday, May 18, 2023
Time: 11:30am - 1:30pm
Location: Duquesne Club
Speaker: Kate McKenzie, Shana Bielich and David DelFiandra

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According to US Trust (2018), financial advisors are second only to a spouse or partner as the most valuable resource for information about philanthropy.  Luckily, advisors are rising to the occasion, as 78% agree that it is their responsibility to bring up charitable giving as a part of their services. This case study, presented by David DelFiandra, Shana Bielich and Kate McKenzie, will demonstrate the importance of discussing charitable giving with clients, explore how to bring experts to the table and collaborate to create a comprehensive plan for clients that ties directly back to their priorities. You will hear how the financial advisor, estate attorney and philanthropic advisor work together to overhaul the client’s plan to reduce taxes while supporting the causes close to the client/donor.

1 CLE, 1 CFP and 1 CPE credit approved.

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