Events

"If You Only Knew!" What professionals advisors wish development officers knew before talking with their clients about planned gifts

When: 10/23/2013 11:30 AM - 1:00 PM
Where: 
CPCC Harris Conference Center

"If You Only Knew!"

What professionals advisors wish development officers knew before talking with their clients about planned gifts

A distinguished panel of professional advisors tells all!  Join your AFP and Leave A Legacy colleagues for a revealing look at what professional advisors wish we all knew before we speak to their clients about planned gifts.

Panelists:
Phillips Bragg, Bragg Financial
Brandon Davis, Morehead Group
Meg Goldstein, Meg Goldstein Law
Ann Marie Schmitz, BDO Seidman

Moderator:
Bart Landess, YMCA

Presented in partnership with Leave A Legacy Charlotte
 

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