Philanthropy Impact 'Walk in my shoes' series for professional advisers
Hear our CEO John Pepin chat with our Board members Ceris Gardner from Maurice Turnor Gardner, Eddie Finch from Buzzacott and member John Canady from National Philanthropic Trust about how advisers and their wealthy clients are navigating the current situation we all find ourselves in with COVID-19 and the importance of values based conversations.
We will explore our collective concerns and feelings of fear and confusion coming from the uncertainty of what the future holds. We will explore how this is affecting advisory practice and client’s values and wealth goals including their focus for philanthropy and social investment.
This is part of a series for our members - please get in touch to discuss becoming a member if you would like to be added to the invitation list for the live event.
Watch the full discussion below.