Planned Giving Council of Broward County
Breakfast Meeting Program Topic: Connecting With High Net Worth Families Through Family Governance. Speaker: Joan K. Crain, CFP®, MBA, CTFA, CIS, Senior Director, BNY Mellon Wealth Management will discuss how integrating traditional planned giving with family values, governance, and communication can create a lasting legacy that will help beneficiaries become stewards of family wealth. We will explore ways advisors and charities can help their clients–and their own organizations–to prosper!
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