Independent Perspective  |  Real-World Solutions

 

Growing Your Practice Through Opportunities
with Charitable Organizations

Webinar Overview

If you’re an advisor traditionally focused on high-net-worth clients, the endowment and foundation space can be a natural area for growth. With more than 1.3 million 501(c)(3) organizations in existence there are plenty of non-profits that could benefit from working with financial advisors. Join us on May 7th as Nicholas Cintineo shares specific examples of how you can grow your practice as a valuable resource to non-profits.

Date & Time

Tuesday, May 7th at 2PM ET

Featured Speakers

Nick Cintineo, CFA, CIPM
Senior Investment Consultant

 

Stephen Dedyo
Vice President, Key Accounts

Webinar Registration

This webinar has already occurred.