Wednesday 4th November 2026 @ 1 - 2pm
Wednesday 17th March 2027 @ 1 - 2pm

Clients are increasingly looking for advice that connects their wealth with their values, legacy and desire to make a meaningful impact.

This practical workshop gives financial advisers a clear framework for starting confident, compliant and engaging structured giving conversations.

Through real-world examples and simple tools, you’ll learn how to recognise the right moments, guide client discussions and strengthen your role as a trusted adviser.

Attend to build capability, deepen client relationships and bring philanthropy into holistic advice in a practical, client-centred way.

Access details will be emailed to registered attendees closer to the event.

Contact the host of Workshop: Guide to Effective Giving Conversations