Next Training Date: February 16, 2022 1:00-2:30PM ET
In this time of change, it is hard to know what will happen next and what to do about it when it does. At 21/64, we believe that values and vision can be a guiding force for setting your course, especially in an evolving time. Join us to learn frameworks and formulas for approaching decision making in the 21st Century. In this 90-minute workshop, individuals, donors, professionals, families and groups can consider Who Am I? and What Do I Want to Do About It?, clarify their values, express their vision and create a course to follow no matter what change happens around them. Experience alignment conversations and tools that help decision-makers across generations to allocate resources, create philanthropic vision statement, or establish financial plans that are grounded in shared vision.
Also get a preview of 21/64’s new Virtual Tools as 21/64 will also facilitate its NEW Picture Your Legacy virtual tool.
Fee: $275
(Included with Learning Community)
Members of the Learning Community, please login to MyAccount and then register below.
Not part of the Certified Advisor Collective or Learning Community? Find out more here.

Setting a Course in an Evolving Time – February 16, 2022
$275.00
Description
Additional information
Select Registration Option: | For-Profit Professional, Non-Profit Professional |
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Jen Laun
CFP ®
Jen Laun
CFP ®
Roy Kozupsky, Partner in Private Client Department of Moses & Singer, LLP
Roy Kozupsky, Partner in Private Client Department of Moses & Singer, LLP
201 Training Participant
201 Training Participant
201 Training Participant
201 Training Participant
201 Training Participant
201 Training Participant
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