Events
"If You Only Knew!" What professionals advisors wish development officers knew before talking with their clients about planned gifts
When: 10/23/2013
Where:
CPCC Harris Conference Center
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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.
Moderator:
Bart Landess, YMCA
Presented in partnership with Leave A Legacy Charlotte
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
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
