In mid-May, the Beacon Pointe Philadelphia office held its second Women’s Advisory Institute event. The featured guest speaker was Amy Holdsman, CEO and President of Essential Leadership, located in Philadelphia. She spoke with over 35 women attendees about ‘Giving with Passion and Purpose.’ The guests in attendance learned about the 4 T’s of charitable giving:
Amy used an interactive style to encourage us all to consider what values motivate us when making decisions about our philanthropic endeavors and how to align those with our 4 T’s.
As an added bonus, Commie Stevens, Director of Financial Planning, and Karisa Diephouse, Director of Partnership Integration, flew out from our firm’s headquarters office in Newport Beach, CA to be in attendance at the event in Philadelphia that evening to spend time with our wonderful clients and colleagues. In addition to Amy’s insightful presentation, Commie gave the group an overview of Beacon Pointe’s allWEALTH holistic process and approach to financial planning. She reiterated that Beacon Pointe’s goal is to work harder to ask better questions to discover what goals are most important to our clients. It was a lovely evening with delicious food, fun and professional networking, as well as several exciting raffles!