ENGAGING THE AFFLUENT CLIENTS/DONORS YOU WANT: WEALTH 3.0 IN ACTION

DAY 1 SESSION CONTENT

PANEL: 20 YEARS OF EXPONENTIAL CHANGE LEADING INTO WEALTH 3.0

PANEL: THE IMPORTANCE OF INTEGRATING THE CLIENT’S PLANNING (FINANCIAL, ESTATE, HERITAGE, PHILANTHROPIC) & EDUCATING THE RISING GENERATIONS

FAMILY SUCCESS STORY: THE ANDERSON FAMILY

ISSUES AND CONCERNS FOR THE FUTURE OF PHILANTHROPY

PANEL: THE INCREASING ROLE OF WOMEN AND THE EFFECT ON YOUR BUSINESS

ACTIVITY: IT ISN’T ABOUT YOU! FOCUSING ON YOUR CLIENT/DONOR’S DESIRED OUTCOMES AND DELIVERING OUTCOME-DRIVEN SOLUTIONS

PROVIDING THE UNIQUE SERVICES AFFLUENT CLIENTS WANT AND NEED THROUGH EFFECTIVE COLLABORATION

DAY 2 SESSION CONTENT

MONETIZING MULTI-GENERATIONAL PLANNING SERVICES (EVEN WITHOUT CHARGING FEES)

TECHNOLOGY TO ENGAGE THE RISING GENS

PANEL: IMPACT OF HERITAGE DESIGN ON MY FAMILY