It’s an important conversation but one that’s not always easy to start. Join us for breakfast on May 9th from 7:30 – 9 a.m. as Charlie Jordan, partner and wealth advisor at Brightworth, gives you the tools you need to start the philanthropy conversation with your clients. You’ll discover how to help your clients accomplish their charitable giving goals through listening, suggesting options, providing solutions and more. Take your client relationships to the next level with these crucial relationship-based strategies.
Presented jointly by the Community Foundation for Northeast Georgia, Eagle Ranch and the North Georgia Community Foundation, this seminar will be hosted at Eagle Ranch, located in Flowery Branch at the Chateau Elan exit. Cost is only $15 and includes breakfast from Papa Jack’s. A behind-the-scenes tour of Eagle Ranch will also be offered after the seminar.