Serious, thoughtful and articulate, Sharna offers an insider’s perspective on the giving priorities of Gen Xers and Millennials. Her discussion will illuminate the research findings detailed in Generation Impact, How Next Gen Donors Are Revolutionizing Giving, the book she co-authored with Michael Moody. Sharna’s remarks will focus on how advisors can set the stage for discussions that bridge the philanthropic priorities of multi-generational families.
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Reservations must be pre-paid.
Cancellation Policy – Reservations must be canceled in writing or by e-mail and received no later than Friday November 30, 2018.
AEP®, CAP®, CFP®, and Insurance CE have been applied for.
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