THE JCF PROFESSIONALS PARTNERSHIPClients expect their financial advisors to engage them in a meaningful, in-depth conversation about philanthropy. This is why our goal is to strengthen our work with professionals by offering this annual seminar and sharing the tools for smart philanthropy.
Professional Development Seminar
Clients want their advisors to discuss their giving values in addition to technical financial considerations and feel these conversations strengthen the client relationship. The seminar provides professional enrichment and updates on planned giving tools they can use for their clients.
The Annual Professional Development Seminar, usually held in June, is one of the Foundation’s continuing services to professional practitioners in the fields of tax and estate planning.
Smart philanthropy starts here.
Get updates and materials from our professional development seminars.