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You Can Do More That Matters

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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?

Based 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

As 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.

Planning 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.

Ron Ware 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.

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