Advising for Impact: How Financial Advisors, CPAs and Estate Planners Can Integrate Philanthropy into Client Strategy

High-net-worth clients want more than strong financial performance — they want their wealth to reflect their values. Advisors who can confidently incorporate philanthropy into the conversation are uniquely positioned to deepen trust and strengthen client relationships while also delivering more meaningful outcomes.

Join us for an engaging panel discussion with experts in wealth management, tax and estate planning to explore why integrating philanthropy into client conversations is more important than ever and how to do so effectively. Attendees will learn why philanthropy strengthens client relationships, practical ways to introduce charitable discussions and strategies for integrating giving into financial and estate plans.

Designed for financial advisors, wealth managers, CPAs and estate planners, this event offers a unique opportunity to connect with like-minded professionals who are passionate about helping clients achieve both their financial and philanthropic goals. Build relationships, share ideas and explore ways to collaborate across disciplines to better serve your clients.

Featured Speakers

Lindsey Paige Markus

Principal | Chuhak & Tecson, P.C.

Morgan Shaner, CFP®

Financial Advisor | Morgan Stanley Wealth Management

Event Sponsors

Additional Information

Interested in joining the Chamber? Prospective members interested in joining, please contact membership@chicagolandchamber.org.