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Planned Giving Round Table (PGRT) – Family Dynamics: A Case Study

October 18 @ 8:00 am 10:00 am

1726 Reisterstown Road
Pikesville, Maryland 21208 United States

Presenter: Lauren Klein
Assistant Vice President, Funds & Foundations, The Associated

8:00 a.m. Networking | 8:30 a.m. Program

Join fellow estate and financial advisors for a collaborative and interactive case study on managing family dynamics. Lauren Klein, family engagement expert, will lead a discussion on best practices for advisors to facilitate deeper conversations with your clients around values, next-gen involvement and philanthropy.

Light breakfast. Dietary laws observed.

This program is eligible for 1 hour of Continuing Education (CE) credits for: AEP, CAP, CFP and CPA.

Questions? Contact Jackie Yahr at jyahr@associated.org or 410-369-9248.

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