Join us on October 9, 2024 for an exclusive webinar hosted by UI Charitable Advisors in collaboration with Knudge. This informative session will discuss how to help clients take action on the details of their financial and philanthropic life that typically get ignored, kicked down the road, or fall through the cracks. Learn how to incorporate charitable planning into your business and how Knudge can help.
Webinar Details:
Topic: Philanthropic Planning - Don't Leave it to the Last Minute
Date: Wednesday, October 9, 2024
Time: 10:30am PT/11:30am MT/12:30pm CT/ 1:30pm 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:
Dave Connelly
CEO, Knudge
Dave Connolly, is the co-founder and CEO of Knudge, the top rated advice engagement platform for financial advisors. Dave has been designing and developing web based products for over 25 years. Dave was the Lead User Interface Designer at Bain & Company for 10 years. More recently, he was a co-founder and CTO of Catalant Technologies - an online marketplace that provides global enterprises access to business expertise on demand.
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 from industry leaders on how to leverage charitable planning to deepen client relationships and grow your business.
Actionable Strategies: Get practical advice on how to use Donor-Advised Funds (DAFs) to optimize tax benefits and long-term philanthropic impact.
This is an opportunity to gain insights from some of the most respected voices in client engagement and philanthropy. If you are a financial advisor looking to expand your services, this webinar will provide valuable tools and strategies to support your clients' financial and philanthropic goals.
REGISTER NOW to secure your spot in this must-attend event.
