Grassi Advisors and Accountants - Platinum Sponsor

STUDY GROUP- Webinar: " A Family Story, Cultural Competency, and Planned Giving: What Every Advisor Should Know."

Date: Tuesday, July 25, 2023
Time: 5:30pm - 6:30pm
Location: Jaspan Schlesinger Narendran LLP or ZOOM
Speaker: Aquanetta J. Betts, JD, CAP®, AEP®, CFRE

Details: A Case Study: Peter and Charlotte Cade.

Philanthropic Planning in the African American Community In this presentation, we’ll unpack a myriad of topics that advisors should be aware of, and discuss how to address them to assist the Cade family. The Cade family information touches on planning challenges and the need for creative thinking when it comes to addressing their legal, tax, financial, business, and charitable giving needs:

As an advisor - what is the first thing you would do? What concerns and issues do they have that you can assist them with? Do you have ideas to help them achieve their goals today and in the future? The case study will show case philanthropic, estate and financial planning concepts – with the focus on philanthropy planning. The purpose is for you as advisors and gift planners to use this beginning case study as a tool to learn, share, and practice with others in your organizations (or anywhere!).


If you wish to attend, please RSVP online at 

or to our Committee Chairperson:

Michael P. Ryan, Esq.


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