Join us on Wednesday October 16, 2024 for an exclusive webinar hosted by UI Charitable Advisors and Vanilla. Informative session will provide an overview of various philanthropic and gifting vehicles that can be incorporated into your clients’ financial and estate plans.
Webinar Details:
Topic: Gifting & Charitable Strategies
Date: Thursday, October 16, 2024
Time: 10:00 am PT/11:00 am MT/12:00 pm CT/ 1:00 pm ET
This webinar is perfect for financial advisors and anyone looking to deepen their understanding of how to incorporate philanthropy into their advisory business.
Meet the Speakers:
Patrick Carlson
Product Counsel, Vanilla
Patrick Carlson serves as Product Counsel at Vanilla, working closely with the product, design, and engineering teams to build additional functionality into Vanilla. Before joining Vanilla, Patrick worked at an $8 billion AUM RIA leading a financial planning, estate strategy, and tax team that served the firm’s high-net-worth clients. Patrick received his JD from the University of Oklahoma in 2009 and his LLM in tax from the University of Florida in 2010.
Daniel Blake
CEO, UI Charitable Advisors
Daniel Blake is a seasoned leader in the philanthropic advisory space. As CEO of UI Charitable Advisors, Daniel’s mission is to help clients and financial advisors use charitable tools, like Donor-Advised Funds, to align wealth with purpose.
Why Attend?
Expert Insights: Learn what charitable vehicles can best suit your client’s needs.
Actionable Strategies: Get practical information on how to leverage philanthropic and estate planning into your business.
REGISTER NOW to secure your spot in this must-attend event.
