Stelter Webinar - The Five Key Financial Planning Trends That Will Impact Giving

The Five Key Financial Planning Trends That Will Impact Giving

Featuring: Juan C. Ros, CFP®, AEP®, CSPG, CEPA® (2024)
Run time: 75 minutes

In this complimentary, 75-minute webinar, financial advisor and former gift planner Juan Ros will identify the five trends he sees in his planning practice that can have the greatest impact on philanthropic giving in the near term. Gift planners will leave understanding each trend and will learn practical, actionable strategies to use when meeting with donors.

Attend this webinar to:

• Identify trends within the world of financial planning that can impact your donors’ decisions around giving
• Understand how each trend will affect philanthropic giving
• Learn actionable strategies and tactics to use when having conversations about giving with your donors
• Understand how the financial planning process mirrors the gift planning process
• Develop a more holistic approach to your gift planning known as “thinking like a financial planner”