You Can Do More That Matters
Presenters: Greg Hammond, CFP, CPA and Ron Ware, J.D.
Thursday, April 24 | 11:00 am
There is a sleeping giant ready to awaken in this country. As an advisor, are you ready?
on their book, "You Can Do More That Matters” Greg Hammond and Ron Ware
challenge advisors to take the lead in showing their clients how to
sustain, preserve, protect and pass on their values, purpose, and
impact. Advisors can be change agents that empower and inspire their
clients to give.
Encourage and Empower Your Clients
an advisor, your clients want you to help them think about charity and
philanthropy and better understand what they can do and the best way to
go about doing it. In this session, advisors will learn how to: Make your current clients even 'stickier' and attract
more of the right new clients by creating value and capabilities that
other advisors lack. This unique approach to planning does what other
approaches do not – it makes it all about more than money and more than
just a series of business decisions, or death and taxes.
to "Do More that Matters” motivates, inspires, and creates the
necessary urgency to get individualsnd families planning better and
ultimately doing more that matters to them. Many of your clients are
waiting for you to raise the topic of charitable giving. Wouldn’t it be
mutually beneficial – to you and to your clients – if you could prompt
an engaging and productive conversation about legacy planning and
philanthropy? Wouldn’t this add immeasurable value to your services?
Greg Hammond, CFP®, CPA
is President of Hammond Iles Wealth Advisors, a wealth management
firmspecializing in investment strategies and charitable planning for
the transfer of wealth between generations, legacy building, and
protecting the value of an estate.As a Wealth Impact Strategist for life
& legacy, he is dedicated to helping successful individuals,
families and business owners across the US transform their financial
picture into an organized, unified plan. With a deep understanding of
investing in a volatile economy, Greg pioneered the Dynamic Portfolio
Management Program, an investment platform that consistently seeks to
generate positive absolute returns over the long term.Greg has become
well-known among non-profit, faith-based and charitable organizations
for his advocacy on legacy giving.He co-founded Planned Giving
Strategies (PGS) in 2008 to revitalize legacy giving programs and
consult on investment options for these organizations.Greg’s ethics and
passion for the people he serves has propelled his company to great
success. He recently co-founded theDo More That Matters Foundation,
committed to fund a Connecticut Children’s Medical Center consultation
room, and withcolleagues, funded a children’s school in central Africa.
is founder and president of Wealth Impact Partners. For more than 20
years, he has helped numerous families discover and articulate a
personal definition of legacy and stewardship, and then work to fulfill
it. As a personal legacy advisor, Ron educates, motivates, and empowers
individuals, families, and business owners to clarify the purpose of
their life and their wealth. He helps them think deeply about what’s
possible, affirm what they really care about, and confidently plan to
make a significant impact on the people, causes, and organizations they
care about most.
Ron is a gifted and passionate speaker and
teacher on the topics of financial independence, personal legacy,
philanthropy, planned giving strategies, and "zero-estate tax”
solutions. He teaches regularly on behalf of tax, legal, financial and
other professional colleagues, and charities.
A long-time member
of Community Covenant Church (Rehoboth, MA) Ron has been part of the
core leadership team for his church’s work in Haiti since 2007. Guided
and inspired by the aid model described in the book, When Helping Hurts:
How to Alleviate Poverty Without Hurting the Poor . . . and Yourself
(Steve Corbett and Brian Fikkert), the team has been instrumental in
initiating and fostering growth in three areas critical to Haiti’s
future: leadership, economic development, and knowledge transfer.