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DTSTART:20230518T153000Z
DTEND:20230518T173000Z
LOCATION:Duquesne Club
UID:2275920230518T153000ZCross Functional Teaming: Improving Client Outcomes, Maximizing Charitable Giving and Reducing Taxes
DTSTAMP:20260422T103221Z
DESCRIPTION:\nRegistration for the event is closed.\n \nAccording 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,](https://www.leechtishman.com/people/david-j-delfiandra/) [Shana Bielich](https://www.coghillstrategies.com/our-team#anchor3) and [Kate McKenzie](https://pittsburghfoundation.org/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.\n \n1 CLE, 1 CFP and 1 CPE credit approved.\n
SUMMARY:Cross Functional Teaming: Improving Client Outcomes, Maximizing Charitable Giving and Reducing Taxes - Estate Planning Council of Pittsburgh 
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