Invite your trusted advisor to join the Catholic Foundation's 2022 Professional Advisor Group!
Our revamped Professional Advisor Group is comprised of trusted professionals in the fields of estate or financial planning, insurance, accounting, and funeral services. Learn, network and grow by signing up to join this dynamic group for an annual membership fee of only $100!
Our Professional Advisors:
- Enjoy recognition in the Foundation’s annual report and on the Foundation’s website (including your name, picture, and contact info)
- Receive invitations to attend exclusive gatherings and events with the Foundation's local network of Catholic leaders, including first access to CEU credit seminar
- Learn from local industry leaders on how to effectively integrate philanthropy into conversations with Catholic clients
- Advise the Foundation about the changing needs of professional advisors and broaden the circle of advisors who recommend the Catholic Foundation to their clients
To learn more, visit our website here or click the link below.
|
