Emerging Planners Networking Luncheon - Managing Family Dynamics

Date: Thursday, May 17, 2018
Time: 12:00pm - 2:00pm
Location: The Associated: Jewish Community Federation of Baltimore, 101 W. Mt. Royal Ave, Baltimore, MD 21201
Speaker: Lauren Klein, Assistant Vice President, Funder Services, The Associated

This program is being co-branded with The Associated's RGRT Young Professionals.

Lauren Klein will lead an informative discussion about ways advisors can help their clients engage in thoughtful conversations around values and family decision-making.  Learn how you can deepen relationships with your clients and guide them towards meaningful interactions with their families around wealth and philanthropy. 

Lauren H. Klein, Assistant Vice President, Funder Services, at The Associated: Jewish Community Federation of Baltimore, plans an array of services and programs for individuals and families with donor-advised funds and supporting foundations. She assists families in the creation of their philanthropic mission and values, works with families in the engagement of their children and grandchildren and develops a variety of educational opportunities to deepen understanding of community priorities and needs. Highlights of her work at The Associated include launching the family philanthropy program, creating the Jewish Women's Giving Foundation, establishing a charitable gift annuity program and managing The Jacob & Hilda Blaustein Fund.

Join the Emerging Planners of the BEPC for this luncheon program.   We welcome estate planning professionals practicing 10 years or fewer to join us for an afternoon of networking with like minded professionals. 

PARKING:  Parking is complimentary in the Cathedral Street Garage located adjacent to The Associated building at 1311 Cathedral St, on the corner of Cathedral Street and Preston Street. Remember to take your ticket into the building to obtain validation from the front desk.

Open to Members and Non-Members. Registration is $15.00 per person. 
Please RSVP by WEDNESDAY MAY 16, 2018.

 

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