Learning Center

Serving Your Multi-Generational Clients with Values-Based Planning

5 (1 vote)

Includes a Live Web Event on 10/11/2023 at 12:00 PM (MDT)

This program explores generational differences in how clients view their wealth and approach giving back. Participants will gain fresh perspectives on wealth, philanthropy, and legacy while exploring the substantial benefit they can add in helping their multi-generational and next gen clients implement planning strategies that are based on purpose-driven goals. Advisors will learn techniques and best practices for leveraging the philanthropic conversation to make a profound and lasting impact on their practices, their clients and families, and their communities.

1. Explore the unique characteristics and tendencies of rising generation wealth, and how to recommend tax-efficient financial strategies and solutions to fit clients' varying goals.

2. Review varying perspectives of, and develop strategies to build client goals around, the values-based concepts of wealth, philanthropy and legacy.

3. Learn implementation strategies to building and sustaining multi-generational clients by achieving their financial goals while maximizing tax efficiency and including philanthropy. 

Jay Weisman, CAP®


Legacy Philanthropy Group

Jay Weisman is a Chartered Advisor in Philanthropy® and founder of Legacy Philanthropy Group. His 3D Relationships programs help advisors deliver value and build stronger relationships by engaging their clients in broader, deeper, multi-generational conversations centered on giving back and building family traditions.

Jay is an International Association of Advisors in Philanthropy board member and chairs the webinar committee. He collaborated with Stanford PACS to develop and deliver AiP’s Introduction to Effective Philanthropy workshop. His teaching experience includes the University of Wisconsin School of Business, the Farleigh Dickenson University Center for Nonprofit Excellence, and the Foundation Center in New York.

Charlie Goldsmith

Senior Advisor

American Heart Association

Charlie spent many years selling institutional money management to foundations, endowments, corporations, and governmental entities before transitioning those sales skills to the nonprofit sector.   

For the past fifteen years Charlie has focused on major gift and planned gift fundraising both as a frontline fundraiser and as a leader of fundraising teams.  Charlie finds the ability to help clients and donors achieve their personal financial, tax and philanthropic goals to be the most rewarding aspect of his work.  



Serving Your Multi-Generational Clients with Values-Based Planning
10/11/2023 at 12:00 PM (MDT)  |  60 minutes
10/11/2023 at 12:00 PM (MDT)  |  60 minutes
Course Evaluation
7 Questions
Certificate of Completion
Live Viewing: 1.0 CFP CE credit and certificate available
Live Viewing: 1.0 CFP CE credit and certificate available