Reconnect: May Networking Events

Looking for new professional development and networking opportunities?  Be sure to mark your calendar now! In addition to the May 20 Virtual CE Summit, we have two complimentary events on May 26 and 27 for those in strategic wealth planning fields looking to network with like-minded individuals and expand upon your value proposition with new conversation starters and approaches. Take a look and register now:

May 20: Virtual CE Summit – 2021 Retirement and Estate Planning Update

If you’re looking to earn CE credits and learn how to better help clients with tax-efficient strategies for the 2021 tax season, you don’t want to miss the May 20 Virtual CE Summit. Your tuition fees provide you with a full day of learning, a tax season support group networking session, the comprehensive online course and much more!

Visit the agenda for a detailed overview.

May 26: 3:30 PM CST – Society of Real Wealth Managers Exclusive Virtual Speed Networking Event!

As a member of the Society of Real Wealth Managers, you will have an opportunity to Connect, Contribute and Collaborate with other likeminded RWM™ in a 1-on-1 to help you meet prospective mentors, partners, and clients, while gaining access to the necessary professional contacts and resources outside your financial discipline for use your day-to-day practice to best enable your client’s financial peace of mind.

Current members have been sent an exclusive registration link to join. Please remember to submit your biography if you haven’t already so we can create your RWM™ badge which will be an important part of your event participation. This biography form is also included in your save the date email: please remember to submit a high-resolution headshot, as well!

If you are an RWM™ or undergrad of the RWM™ Designation Program, you’re also invited to join the Society and participate in this exclusive event. Learn more by visiting the Society of RWM™ page.

May 27: 11:00 AM – 12:00 PM CST – How I Talk to My Clients About Charitable Giving (Webinar)

This free event is for advisors who recognize the value of discussing charitable giving with their clients but aren’t sure how to approach it or what to say. This webinar will provide highly practical approaches to raising the topic of charitable giving.

Four specialists in charitable giving and graduates of the MFA-P™ Designation program created by Knowledge Bureau, CAGP and Spire Philanthropy will come together as panelists on May 27 for this important discussion. Join Brad Offman, Serena Hak, Michael Flux, and Mark Halpern to learn more about:

• When to talk about giving
• What events give rise to a conversation
• How to discuss with new/existing clients
• Conversation starters: what to say to clients
• How to manage objections

This free webinar is open to all professionals interested in enhancing their value proposition by understanding how to effectively discuss charitable giving with clients. Visit the event page to RSVP today and learn more about the panelists.

Additional educational resources: if you’re looking to earn CE credits and learn how to better help clients with tax-efficient strategies for the 2021 tax season, you also don’t want to miss the May 20 Virtual CE Summit. Your tuition fees provide you with a full day of learning, a tax season support group networking session, the comprehensive online course and much more!