CPE: Serving the Faith-Driven Client: 5 Keys to Looking Beyond the Numbers

7730 North Point Boulevard,Winston-Salem NC 27106

02 December, 2021

Description

Do you serve Faith-Driven Clients? Clients who incorporate Christian principles into their worldview, relationships, and finances? Do you currently serve Faith-Driven Clients? Clients who incorporate Christian principles into their worldview, relationships, and finances? If so, in order to serve these clients well, it is vital to understand the distinctives that inform their worldview, relationships, and finances when you provide professional advice. This course is designed to: Highlight the 5 Service Distinctives of the Faith-Driven ClientOutline a Service Delivery Model for the Faith-Driven ClientProvide resources for increasing engagement with new and existing Faith-Driven Clients HIGHLIGHTSWe will explore and discuss 5 Service Distinctives of the Faith-Driven Client: Stewardship > ownershipLegacy > inheritanceGenerations > individualValues integration > secular investingGenerosity > philanthropyWe will explore and discuss key components of Optimal Service Delivery: Excellence, not just AffinityThe Challenge of ComplexityA Higher Standard of CareThe Power of CollaborationA Model for Holistic Service Delivery WHO SHOULD ATTEND?Individuals who provide tax planning advice and prepare income tax returns for business owners and/or high-net-worth families. EVENT SPEAKERSRusty Russell, CFP®, CKA®, Covenant Wealth Management Chris Hewitt, J.D., Womble Bond Dickinson (US) LLP EVENT INFORMATIONProgram Time: 12:00 noon – 1:00 pmCPE Credits: This program qualifies for 1 CPE Credit. Method of Presentation: LectureLevel of Knowledge: IntermediateAdvanced Preparation: NoneRequisite Knowledge: Experience in tax preparation and planning for high net worth individuals and business owners.Field of Study: Finance, Financial Planning and Analysis and Estate PlanningProgram Sponsor: Covenant Partners, 301 N. Main St., 24th Floor, Winston-Salem, NC 27101Cost: $25 (lunch provided by IFB Solutions at no cost)Registration: Space is limited; registration is limited to 10 participants. ADDITIONAL EVENT INFORMATIONCheck-in begins at 11:45. Lunch is being generously provided by IFB Solutions, our meeting host, and will be served at 11:45. The event will be hosted at IFB Solutions, 7730 North Point Blvd., Winston-Salem, NC 27106 Phone: 336.759.0551 COVID-19 Protocol: Face coverings are required inside IFB Solutions when not eating. Headquartered in Winston-Salem, NC, IFB Solutions provides opportunities for people who are blind or visually impaired in need of training, employment, and services. After the formal program, all attendees are invited to an optional tour of IFB Solutions led by Ksenia Richards, Director of Philanthropy for IFB Solutions. The tour includes: IFB Solutions’ ISO-certified high-tech manufacturing facilities, producing textiles, office supplies, mattresses, and moreIFB Community Low Vision Centers, featuring the latest in adaptive technologies for life skills and job trainingIFB Solutions’ nationally recognized optical lab in Winston-Salem.Tracy’s Little Red School House in Winston-Salem, where children and adults who are blind or visually impaired learn independent living skillsAll proceeds from the event will be donated to IFB Solutions.