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[Webinar] Philanthropy Can Be Every Advisor's Business

Wednesday, January 22 at 1:30pm ET

In this webinar, Paul Lussow, CEO of TIFIN Give, and Dien Yuen, Founder & CEO of Daylight, will explore how philanthropy can be every advisor’s business.

This dynamic session will highlight how technology and education empower advisors to confidently integrate philanthropic planning into their services, enhancing client relationships across generations. Discover actionable strategies to position philanthropy as a core offering to retain assets during the great wealth transfer.

Don’t miss this opportunity to gain insights that can set your practice apart!

Join the Conversation

Topics Include

  • Market Insights and the Great Wealth Transfer
  • Philanthropy as a Multi-Generational Tool
  • Advisor Challenges & Opportunities
  • The Role of Technology and Education in Philanthropy

Meet the Speakers

Paul Lussow Headshot
Paul Lussow
CEO
TIFIN Give
Dien-Yuen-Daylight-2024
Dien Yuen
Founder & CEO
Daylight
 
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Investment advisory services offered through TIFIN Give, LLC, a registered investment adviser. This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of the services referenced on this site are available in every state and through every advisor listed.