Speaker: Elizabeth Stelluto, Chief Growth Officer, ImpactAssets
Do you know your clients’ charitable goals? Many advisors strive to be the go-to resource for all things in their clients’ financial lives. Vital to that is a specific focus and discussion of clients’ values and philanthropic goals. A focus on philanthropy as a fundamental aspect of wealth management and estate planning can set you apart from the competition. Your relationships with clients becomes less about returns and more about their higher aspirations, lifestyle and community impact. Centering the conversation on philanthropy often leads to discussions of impact investing, investing for social and environmental as well as financial returns. Beth Stelluto, Chief Growth Officer of ImpactAssets will discuss using a Donor Advised Fund as a relatively simple and cost-effective way to meet clients philanthropic goals. She will also discuss impact investing as a means to extend your clients values into their investment portfolios.
Chief Growth Officer, ImpactAssets
Elizabeth, “Beth,” is responsible for leading business development, marketing and client experience for Impact Assets. She brings more than 25 years of experience in financial services and has served as a volunteer and board member of several industry associations and non-profits.
Prior to joining ImpactAssets, Beth was Chief Marketing Officer for NestWise, a firm offering personal financial advice to middle class Americans; Executive Vice President for LPL Financial where she led Product and Platform development. She spent nearly 17 years with Charles Schwab, where she held several executive positions in marketing, business line management and product development. She has also held investment management and sales positions with Goldman Sachs and Scudder.
Beth has a BA in Economics from Middlebury College and an MBA from the Wharton School at the University of Pennsylvania. She serves as a mentor for Students Rising Above, a member of the Marketing Committee for East Meets West Foundation and Impact100, Sonoma. Beth lives in San Francisco where she enjoys hiking and other outdoor activities.
11:30 am -12:00 pm - Registration & Networking
12:00 pm - 12:15 pm - Chapter Announcements & Lunch
12:15 pm - 1:30 pm - Speaker Presentation and Q & A
1:30 pm - Program Closes
Early Bird Registration
(Ends August 7, 2015)
Regular Registration (After August 7, 2015) $70 $95
You may register online after August 7, 2015, however, you will be charged the Regular Registration price; online registration closes at midnight, August 9, 2015.