Strategic Philanthropy, Ltd. Speaks at Upcoming Women’s Advisor Conference

March 15, 2018

 

Betsy Brill, president and co-founder of Strategic Philanthropy, Ltd. will be leading a panel discussion on Tuesday, May 1, 2018 entitled “10 Things Not to Miss in High Net Worth Charitable Planning” at the 4th Annual Invest in Women Conference in Houston, TX.

This event offers advisors three days of interactive panel discussions focused on the most pressing issues for both their practices and their high / ultra-high net worth women clients.

Topics of focus include:

  • Philanthropy
  • Impact Investing
  • Retirement Security
  • Death & Divorce
  • Technology
  • Career Advancement
  • Industry Challenges Facing Women

Betsy will be both moderating and speaking on the Philanthropy segment, which will examine strategies and hot button issues from several perspectives of the panelists.  Attendees can expect discussion on:

  • How advisors can tee up the philanthropic conversation with their clients
  • What vehicle solutions are available and trending for charitable giving and estate planning
  • A client’s team of advisors and how they work together to comprehensively problem solve
  • Building the case for impact in an investment portfolio that reflects a client’s values

“Knowledge management and advisor training have been the hallmarks of our firm since it was founded 18 years ago,” says Brill.  “I’m honored to have the opportunity to share my experience and insights on philanthropy with such an enthusiastic audience that recognizes the challenges that women have long faced and are focused on how to best solve them.”

More information about Invest in Women (April 30 – May 2) is available here.