In the interests of best serving our clients the start of a new year seems a particularly fitting time for us as advisors to focus on how we might further our own development. It’s a smart move to start with ourselves especially when everything we’ll explore is immediately transferable to client experience.

Join us for an engaging session exploring best practices for guiding clients who wish to donate unconventional assets. Featuring insights from Michael Blacksburg, an estate planning attorney, and Caren Yanis, a philanthropy advisor, we’ll use a compelling case study to illustrate creative solutions and strategies for advising clients whose gifts may bring great value and meaning to the family. Our panel will delve into the legal, financial, and strategic considerations of these complex gifts, followed by an interactive Q&A to address your questions. Don't miss this opportunity to gain actionable insights and enhance your advisory expertise!