The Advanced Practitioners Series supports senior advisors who wish to master their craft and learn from respected practitioners in the field.
Designed as opportunities to dive deeper into a topic with a small group of like-minded practitioners, these sessions foster new connections and encourage multi-disciplinary teamwork as the participants work on case studies and activities together. Our goal is to offer the space and opportunity for senior advisors to join a community of practice, engage in lively discussions, and apply what they have learned immediately to further the philanthropic conversation.
DAVID FIGUEROA AND ISAAC NIETO CASE STUDY
The David Figueroa and Isaac Nieto: Love and Legacy in a Second-Generation LatinX Family, showcases a successful LatinX family with deep connections to their heritage and the arts. We encourage you to work through the estate, financial and philanthropic planning opportunities with your peers.