Through September 30, enjoy 30% off all 21/64 tools with code 2164SUMMER30.
21/64 Certified Advisors: You can combine this offer with your Certified Advisor discount for nearly 50% off your tools!
Join us for a dynamic 60-minute session featuring 21/64 team members and experienced 21/64 Certified Advisors who actively use 21/64’s best-selling tools: Exploring Giving and Picture Your Legacy in their work with individuals and families. This interactive “Tool Talk” will offer live real-world applications, small group breakouts, and Q&A to help you deepen your confidence and skill in facilitating meaningful conversations at the intersection of wealth, legacy, and values.
Whether you are working to clarify values, examining money messages or beginning a philanthropic journey, this session offers both inspiration and hands-on guidance.
This session will take place on Zoom.
Fee: $95
Free for Learning Community
21/64 offers Continuing Education (CE) credit for this training.
CAP: 1 CE credit hour
CFRE: 1 CE credit hour
CFP: 1 CE credit hour
If you plan to request CE credit, you must select a credential during registration. CE selections cannot be added or changed after your register.
Final credit eligibility is subject to credentialing body requirements and full participation. More information is available here.

$95.00



