LEPC’S 2019 NETWORKING EVENTS |
| HAPPY HOUR
To be Scheduled |
DATE: Tuesday, December 10, 2019
TOPIC: “Why Ask Why: Adding Value and Values to Your Client Relationships”
PRESENTERS: Mark Ewert & Jay Weisman
**1-hour of CE available for CFP attendees**
Most advisors excel at helping their clients accumulate and protect their wealth with long-term financial goals in mind. However, the majority of advisors stop short when it comes to helping their clients discover the meaning of the wealth they are accumulating.
By blending financial and values-based planning, an advisor can build multi-generational relationships and help their clients align their financial plans with their personal values and their desire to make a difference.
This program is designed to:
• Introduce advisors to some fresh perspectives around the values-based financial planning concepts of wealth, philanthropy, and legacy.
• Help wealth advisors explore how to proactively build and sustain long term, multigenerational relationships with their clients by including philanthropy as a unique, compelling, and differentiating facet of their branding.
• Offer a framework and actionable approach that leads to deeper, broader, and more enduring client relationships.
LOCATION: River Creek County Club, 43800 Olympic Blvd, Leesburg, VA
REGISTRATION—8:00 A.M.
NETWORKING BREAKFAST—8:15 A.M.
PRESENTATION—8:30 A.M.
Member Price Per Person: $25
Member Table of Ten: $350
Nonmember Price Per Person: $35
Nonmember Table of Ten: $500
Meeting Sponsor: Available
BREAKFAST RSVP LINK
Want to attend a meeting or join? Contact us at LoudounEPC@outlook.com or by using the form below.