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Multigenerational Estate and Philanthropic Planning: The Critical Conversations
Talking with your clients about multigenerational charitable giving and estate planning is an excellent opportunity to deepen your relationships, increase client satisfaction and set your practice up for continued future success.

Join webinar speaker Tom Rauenhorst, vice president and trust advisor at City National Bank, as he discusses how important it is for advisors to encourage their clients to talk to their families about philanthropy. Learn when to have the conversation with clients and their families and how to structure the conversation for positive outcomes.

Oct 21, 2021 12:00 PM in Central Time (US and Canada)

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