The vibrant city of Fort Worth, Texas, is playing host to the esteemed NAPFA (National Association of Personal Financial Advisors) Spring Conference, taking place from May 8-11, 2024, at the Omni Fort Worth Hotel. As a beacon in the world of charitable giving and financial advising, UI Charitable is honored to sponsor and participate in this pivotal industry event.
Uniting Under a Banner of Financial Enlightenment
The NAPFA Spring Conference is renowned for bringing together some of the brightest minds in personal financial planning, offering a platform for professionals to exchange knowledge, strategies, and insights. This year's theme revolves around enhancing advisor competency and connectivity, making it a perfect match for UI Charitable's mission to bridge the gap between financial advising and philanthropy.
UI Charitable's Role at the Conference
As sponsors, we are not just supporting the event; we are deeply involved in shaping the conversation around integrating charitable giving into financial planning. Here’s what attendees can expect from UI Charitable at the conference:
Our team will be available throughout the conference for conversations and consultations, offering insights on setting up and managing DAFs, and engaging advisors in charitable planning.
Networking Opportunities:
Join us at our booth in the exhibition hall where attendees can meet with Hyrum Grenny, Director of Partnerships and Riley LeSueur, Manager of Partnerships. We believe that every financial advisor has the potential to become a champion of philanthropy, and we are here to make that journey smoother and more impactful.
Why This Matters
The synergy between financial planning and charitable giving has never been more relevant. With an increasing number of clients interested in making a positive impact through their investments and estate plans, financial advisors need the right partners and tools to facilitate meaningful giving strategies. UI Charitable’s presence at the NAPFA Spring 2024 Conference underscores our commitment to empowering advisors with the resources needed to make every financial plan a testament to their clients’ values and visions for a better world.
