5% Transfer of Wealth Professional Advisors Event Series: 7 Deadly Sins of Professional Advisors with Bryan Clontz

We invite our professional advisor partners to join Bryan Clontz to examine seven common planning mistakes.

As professional advisors are more involved with high-net-worth comprehensive planning, many are directly or indirectly involved with charitable planning. After more than 25 years of working with advisors in this space, seven key common planning mistakes have emerged. Attendees for this interactive session will learn about the following charitable planning weaknesses:

1. Many advisors aren’t raising the charitable question in the right way at the right time.
2. Many advisors presume all clients want to accumulate wealth for generations.
3. Many advisors don’t run the numbers.
4. Many advisors frequently let the tax tail wag the dog.
5. Many advisors are not engaging with the charitable beneficiaries as part of the planning process.
6. Many advisors make things too complicated.
7. Many advisors aren’t looking far enough across the balance sheet for assets other than cash.

This session will include research, tools and case studies for each of the respective gaps, and as a result, attendees will be more confident when developing and executing charitable plans.