SOUTHERN ARIZONA ESTATE PLANNING COUNCIL

Handouts now available

Registration and cocktails 

5:00pm – 5:15pm

Dinner

5:15pm – 6:00pm

Program

6:00pm – 7:00pm

RESERVATIONS

by Friday, December 6th

You will be sent a return email confirmation.

About the Program

How does our cultural background influence how we think about legacy? How does it show up in estate, financial, and philanthropic planning? How do our experiences and worldviews affect how legacy is defined for successive generations? Join us as we explore rituals and how they connect to the notion of legacy. Then, dive into deep conversations with your peers to examine how to effectively help clients integrate the past into their present and future plans.

About the Speaker

Dien founded Daylight, a global professional development platform for philanthropic learning, practice, and research. It is home to the flagship program, the Impact Philanthropy Advisor, a certificate program to help advisors build confidence, competence, and cultural dexterity in engaging clients on their philanthropic journey. Dien also serves as lead faculty for philanthropy at the Wealth Management Institute (WMI) in Singapore. She is an inductee of the National Association of Charitable Gift Planners (CGP) Hall of Fame and recognized for her academic leadership with the Distinguished Faculty Award from WMI. Previously, Dien created the Center for Philanthropy and Social Impact at The American College of Financial Services, where she also developed programs and taught courses as the Blunt -Nickel Professor in Philanthropy. Earlier in her career, Dien worked for several wealth management firms, held executive positions in global development organizations, and started a boutique philanthropic advisory firm.

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