
Are you a financial planner, estate lawyer, or trust professional? Join us on October 6 for an evening of learning and networking with Rich Widdifield, CFP®, a Planned Giving Consultant with decades of experience in estate and legacy planning.
Rich will share practical strategies, real-life examples, and insights to help professional advisors engage clients in meaningful conversations about philanthropy and legacy.
Attendees will learn how to help clients align their values with their financial and charitable goals, while strengthening long-term relationships through meaningful planning conversations.
