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DTSTART:20241212T000000Z
DTEND:20241212T020000Z
LOCATION:Arizona Inn, 2200 E Elm St, Tucson, AZ 85719
UID:2593520241212T000000ZPlanned Giving for Planners: Culture, Legacy, and Planning 
DTSTAMP:20260423T105407Z
DESCRIPTION:\nHandouts now available\n \n \n \nRegistration and cocktails \n \n\n\n5:00pm – 5:15pm\n\n\n \nDinner\n\n\n \n5:15pm – 6:00pm\n\n\n \nProgram\n\n\n \n6:00pm – 7:00pm\n \n \n \nRESERVATIONS\n \nby Friday, December 6th\n\n\n \nYou will be sent a return email confirmation.\n\n\n \n \n \n \n \nAbout the Program\n \nHow does our cultural background influence how we think about legacy? How does it show up in estate, financial, and philanthropic planning? How do our experiences and worldviews affect how legacy is defined for successive generations? Join us as we explore rituals and how they connect to the notion of legacy. Then, dive into deep conversations with your peers to examine how to effectively help clients integrate the past into their present and future plans.\n \nAbout the Speaker\n \nDien founded Daylight, a global professional development platform for philanthropic learning, practice, and research. It is home to the flagship program, the Impact Philanthropy Advisor, a certificate program to help advisors build confidence, competence, and cultural dexterity in engaging clients on their philanthropic journey. Dien also serves as lead faculty for philanthropy at the Wealth Management Institute (WMI) in Singapore. She is an inductee of the National Association of Charitable Gift Planners (CGP) Hall of Fame and recognized for her academic leadership with the Distinguished Faculty Award from WMI. Previously, Dien created the Center for Philanthropy and Social Impact at The American College of Financial Services, where she also developed programs and taught courses as the Blunt -Nickel Professor in Philanthropy. Earlier in her career, Dien worked for several wealth management firms, held executive positions in global development organizations, and started a boutique philanthropic advisory firm.\n \nThank you to our Happy Hour Sponsor\n \n \n \nThank you to our Speaker Sponsor\n \n[].\n
SUMMARY:Planned Giving for Planners: Culture, Legacy, and Planning  - Southern Arizona Estate Planning Council 
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