MFA-P™ Discovery Seminar…Today! Can Advisors Build Their Business by Supporting Their Community?
There’s still time to join us today, June 23 at 12 PM CST/ 1:00 PM EST to spend some time discussing how professional advisors and charity professionals can work collaboratively to enhance the client/donor experience. Lead by panelists MFA-P™ alumni Candice Jay and Aneil Gokhale, this MFA-P™ Discovery Seminar is one you don’t want to miss! RSVP now!
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DAC 2022: Financial Peace of Mind Through the Emotional Despair of Climate Change
Most advisors know how difficult it is to discuss financial matters when there are other issues in the family: conflict, disability or financial worry. Imagine this barrier: how to unlock the deep moral injury young people feel about the institutional and generational betrayal of their mindset; in particular, their significant distress about the enormous existential threat they face in their future. Learn more about why this matters in tax and financial planning with Dr. Britt Wray at DAC Acuity 2022 in Niagara Falls, October 16-18.
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Grads in the News – Grace Xin, MFA-P
Recent MFA-P™ Graduate, Grace Xin shares how taking the MFA-P program has helped build her career as a newcomer in the charitable sector. She says, “charitable giving can be done in so many creative ways to maximize impact while achieving financial goals at the same time. The MFA-P course is an amazing key to open so many doors of strategic philanthropy.” Please join us in congratulating Grace on her achievements and learn more about her story:
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Defining New Realities: Headliners at DAC 2022 Are Truly Outstanding
This year’s thought leaders will be taking the stage at DAC Acuity 2022, October 16-18 in Niagara Falls to discuss the theme “Velocity: How to Gain Momentum in the New Economy”, as we move into a crucial time that requires defining new realities and taking new financial strategies with clients in the ever evolving new economy. Learn more about the speakers and their topics you can’t miss! RSVP now, and take advantage of early-bird tuition rates – only until August 31.
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