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Society of Financial Services Succession Planning Roundtable

April 21 @ 7:18 pm

Closely-held businesses, and the owners of these businesses, are among the greatest assets of any community. They also tend to be the most charitable. But they, and their advisors, aren’t always aware of the wealth of philanthropic tools and techniques at their disposal.

Join us for a panel discussion on creative (and legal!) ways to help your clients use philanthropy as a strategic aspect of managing and transitioning their business.

We are fortunate to have a powerhouse panel of leaders who bring high energy and a broad set of skills and experience. Each panelist carries the distinguished CAP® designation, Chartered Advisors in Philanthropy®, and is excited to share their knowledge and help you expand yours.

Register here


April 21, 2024
7:18 pm