Join us on Thursday, January 9, 2025 for an exclusive webinar hosted by UI Charitable Advisors and Savology.
This webinar will explore Savology’s tools that help financial planners focus on client’s financial wellness. As part of that, we will be discussing how to incorporate charitable planning into that discussion.
In this live event, you will learn about:
Savology Platform: Tools that promote foundational financial planning for those that need it most
Philanthropic Alignment: Discover how to leverage charitable tools to align financial objectives with philanthropic goals.
DAF Details: Gain insights into what Donor-Advised Funds are and how they function.
Benefits of DAFs: Explore the advantages of incorporating DAFs into your investment advice and client portfolios.
Strategic Integration: Learn practical ways to integrate foundational financial planning with charitable interests to enhance client engagement and satisfaction.
Webinar Details: New Year, New Financial Tools
Topic: New Year, New Financial Tools
Date: Thursday, January 9, 2025
Time: 10:30 am PT/ 11:30 am MT/ 12:30 pm CT/ 1:30 pm ET
Don’t miss this opportunity to expand your knowledge of foundational financial planning.
Meet the Speakers:
Brock Klemetson
Head of Sales and Marketing, Savology
With a background in sales strategy, marketing, and business development, Brock has helped many financial professionals tap into new revenue opportunities, whether through financial planning subscriptions or working with employers on corporate wellness and retirement plans. Savology works with a wide range of financial professionals, from top RIAs to financial coaches and insurance agents.
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.
