Live Webinar: Philanthropy and Social Impact Trends and Tools to Move to Wealth 3.0

Wednesday, November 29 from 5 – 6:30 p.m. ET

As philanthropy touches each of the Ten Domains of Family Wealth, The UHNW Institute is pleased to present its upcoming webinar, Philanthropy and Social Impact Trends and Tools to Move to Wealth 3.0. Join us to hear from experts in the field who will explore trends in philanthropy, as well as the ways that it can be a powerful mechanism for advisors to use in moving toward the concepts in the new book, Wealth 3.0: The Future of Family Wealth Advising.

Topics to be discussed include:

• Trends and psychological barriers UHNW donors face when trying to navigate philanthropy
• The critical role philanthropy plays in Wealth 3.0 and family wealth
• Tools to help advisors deepen their relationships and help their clients in their philanthropic endeavors

This webinar will also explore the increasing complexities of philanthropy and offer tools for advisors to support their clients in navigating this ever-evolving environment. Members may register for this webinar on the portal here. If you are interested in learning more about joining The UHNW Institute, we invite you to contact us.

  

Meet the Speakers

Moderator:

Betsy Erickson, Head of Family and Individual Services, Arabella Advisors

 

Panelists:

Dr. Sharilyn Hale, C.Dir, MFA-P, President, Watermark Philanthropic Counsel

Caren Croland Yanis, President, Croland Consulting

Miki Akimoto, Chief Impact Officer at the National Center for Family Philanthropy (NCFP)