Professional Advisors Reception
July 16, 2024 . Haven Beer Company, 2323 Whitney Avenue, Hamden, CT 06518
Co-hosted by The Community Foundation for Greater New Haven, the Jewish Foundation of Greater New Haven and the Valley Community Foundation.
Thank you for being our guest at the recent Professional Advisors Reception. We hope you enjoyed an evening filled with connection and collaboration among top advisors and industry leaders at Haven Beer Company.
As a professional advisor, you recognize the pivotal role strategic philanthropy plays in client financial planning. Community Foundations like ours provide a unique platform to enhance your clients’ charitable impact while aligning with their financial goals.
I encourage you to follow us on social media, and visit our website often, as we will have ample opportunities like this to earn CEU’s, network, and staying informed as you grow your client base and aid them in financial planning.
We would love to be your valued partner in helping your clients achieve their philanthropic goals effectively.