This webinar has ended. See upcoming webinars. Financial Advice Association Australia A practical FAAA session giving financial advisers a framework for raising philanthropy and structured giving as part of estate and legacy planning.Mastering giving conversations with clients
When
11 am Brisbane · 11:30 am Adelaide · 9 am Perth · 1 hr
What you’ll learn
- How to recognise the right moment to raise giving with clients
- How to answer common client concerns
- When to refer clients to specialist giving providers
Speaker
Dan Wortley
CEO, Generous You
Founding CEO of Generous You, which helps accountants, lawyers and financial advisers hold confident conversations with clients about structured giving and philanthropy. Comes from education leadership and professional engagement, and works with advisory firms and philanthropic bodies to make giving part of mainstream advice.
Hosted by
Financial Advice Association Australia
The Financial Advice Association Australia is the main professional body for financial advisers. It formed in 2023 from the merger of the Financial Planning Association and the Association of Financial Advisers. Its webinars are CPD sessions on the realities of advice practice: AFCA case studies, drought support for farming clients, giving and philanthropy conversations, and changes to super rules. They suit practising advisers and paraplanners.