Tuesday, October 10, 2023
Working with Professional Advisors: Your Seat at the Table (virtual event) 9:00 a.m. – 10:30 a.m.
Dunn Carney LLP
Eden Rose Brown
The Law Office of Eden Rose Brown, LLC
Ferguson Wellman Capital Management
Donors today may be working with multiple professionals to manage their financial and personal aims, and philanthropy must fit into their overall plans. Our panel, with expertise in law and wealth management, will share their experiences working with charities and gift planners, sharing tips for working effectively with allied professionals.