Professional Advisers Roundtable: Trusted Conversations, Lasting Legacy.
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Trusted Conversations. Lasting Legacy.
A Roundtable for Professional Advisers exploring philanthropy, client values and local impact
Professional advisers guide clients through life’s most significant decisions across business and life. Wealth creation, succession, retirement and legacy are the conversations that often relate to purpose, generosity and community impact.
Peel Community Foundation invites trusted advisers to join a practical, roundtable discussion and presentation on the role trusted advisers have in supporting clients who want to give meaningfully and create lasting local impact.
Together we’ll explore:
- Why philanthropy conversations are becoming more important in advisory practice,
- What motivates people to give,
- How local community foundations can simplify giving,
- Practical resources available to support adviser-led conversations with clients
- Ideas for future knowledge sharing and professional development relating to philanthropy, legacy and generosity.
The session will also showcase the flexible giving pathways and support that the Peel Community Foundation can provide for advisers and their clients at all levels of philanthropy.
Questions?
Contact Lyn Hawkins, PCF Strategic Partnerships & Philanthropy Lead
[email protected]
A Roundtable for Professional Advisers exploring philanthropy, client values and local impact
Professional advisers guide clients through life’s most significant decisions across business and life. Wealth creation, succession, retirement and legacy are the conversations that often relate to purpose, generosity and community impact.
Peel Community Foundation invites trusted advisers to join a practical, roundtable discussion and presentation on the role trusted advisers have in supporting clients who want to give meaningfully and create lasting local impact.
Together we’ll explore:
- Why philanthropy conversations are becoming more important in advisory practice,
- What motivates people to give,
- How local community foundations can simplify giving,
- Practical resources available to support adviser-led conversations with clients
- Ideas for future knowledge sharing and professional development relating to philanthropy, legacy and generosity.
The session will also showcase the flexible giving pathways and support that the Peel Community Foundation can provide for advisers and their clients at all levels of philanthropy.
Questions?
Contact Lyn Hawkins, PCF Strategic Partnerships & Philanthropy Lead
[email protected]
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Where is it happening?
WOTSO WorkSpace (Mandurah, WA, Australia), 22 Ormsby Terrace,Mandurah,WA,Australia
Event Location & Nearby Stays:
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Host or PublisherPeel Community Foundation
