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DTSTART:20200917T160000Z
DTEND:20200917T173000Z
LOCATION:Virtual
UID:1922620200917T160000ZState of the (Charitable) Union: how understanding needs in our region can transform your client relationships
DTSTAMP:20260316T153709Z
DESCRIPTION:\nDuring this session, Kate McKenzie and Amy Razem will present comprehensive data to showcase the needs in our region and how understanding these needs is critical for advisors and estate attorneys to best serve their charitably inclined clients.\n \nFollowing Kate and Amy’s portion, David DelFiandra, a top Estates and Trusts Attorney and Casey Robinson, a high net worth financial advisor , will participate in a panel discussion to showcase how they’ve embraced philanthropy and legacy conversations into their practices and reasons why doing so is critical in today’s competitive market.\n \nIn conclusion, our presentation will help advisors, estate attorneys and CPA’s better understand how engaging their clients around their highest ideals can not only deepen those relationships but can result in better tax, estate planning and charitable giving strategies during these uncertain and everchanging times.\n \nThe presenters are:\n[Kate McKenzie](https://pittsburghfoundation.org/kate-mckenzie), D.Sc, CAP, Assistant Director of Development, The Pittsburgh Foundation\n[Amy Razem](https://pittsburghfoundation.org/amy-razem), CAP, Senior Development Officer\n[David J. DelFiandra](https://www.leechtishman.com/people/david-j-delfiandra/), JD, Partner, Leech Tishman\n[Casey Robinson](https://www.waldronprivatewealth.com/portfolio/casey-robinson-cfp/), CFP®, Managing Director, Waldron Private Wealth\n \n1 CFP and 1 CPE credit granted. 1 CLE pending approval.\n
SUMMARY:State of the (Charitable) Union: how understanding needs in our region can transform your client relationships - Estate Planning Council of Pittsburgh 
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DESCRIPTION:Reminder
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