You want your philanthropic dollars to be used effectively, while at the same time finding joy from your giving. However, navigating the world of philanthropy can be a challenge. Having philanthropic conversations with your advisor is an excellent way to develop and implement a strategy that can lead you to making a greater impact on the nonprofits you care about.

Join us to hear Stephen R. Holt,  Financial Advisor and Managing Partner with Premier Planning Group in Annapolis, discuss how to approach the philanthropic planning conversation with your advisor, and the types of questions to ask to better understand how your advisor can help you get the most out of your philanthropy.

Asking the right questions can help facilitate discussions among family members, help you develop a plan for giving, and identify to help you carry out those plans.

Please join us for this free webinar on October 12, 2021. 

Presenter: Stephen R. Holt, Financial Advisor, Managing Partner, Premier Planning Group

Stephen has been a Partner at the locally-owned and operated wealth management firm, Premier Planning Group since 2007 and is the founder of PPG Wealth. He specializes in working with individuals & business owners in creating, implementing, and overseeing customized and holistic financial plans that ensure proper asset protection, risk management, and tax & estate planning.

He has been recognized as a Fivestar Wealth Advisor for eight years in a row, is a recurring member of Cetera Advisors Networks Circle of Excellence, and sits on a number of non-profit boards & committees including; the Community Foundation of Anne Arundel County's Asset Management Committee, the Annapolis Symphony Orchestra's Asset Management Committee, the Anne Arundel County Library Foundation, Annapolis Ducks Unlimited, and the Friends of the Annapolis Symphony Orchestra. Stephen is also a member of the Anne Arundel Estate Planning Council.