Join Financial Advisor Jeff Mohrmann from Morgan Stanley for a conversation about how he approaches financial planning conversations with clients around charitable giving and legacy planning, and how we on the charitable side can better partner with advisors to meet the needs of our donors. 

Full participation in this program is applicable for 1.0 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.

For member registration, you must be a current member; after a 30-day grace period following the expiration of your membership, you will need to register at the non-member rate. Membership renewals are handled by AFP International at www.afpnet.org.

This event is sponsored by Space Foundation