Practice Development Forum

Renaissance, the largest independent charitable trust administrator in the nation, is a renowned trainer of financial advisors on integrating charitable planning into their practices. Through Renaissance's pioneering efforts, thousands of financial advisors have used "Social Capital" to realize the full potential of estate planning, thereby attracting and retaining more wealthy clients. The "Social Capital Story", a Renaissance hallmark, teaches you how to help your clients reduce taxes and increase income, leave a larger inheritance to their heirs and make larger gifts to charities.

The growth potential associated with integrating charitable planning into your practice is enormous. You should take advantage of this unique opportunity, particularly as we all explore innovative ways to satisfy the needs of our clients.

We'll Reimburse You For Attending!

We'll equip you with all the necessary knowledge and tools to capitalize on the hottest trends in charitable planning and philanthropy...and we'll reimburse you when you grow your business in 2008! We will reimburse your full tuition fee when you bring $1 million in new business to be administered by Renaissance within 6 months of your training. Bring $1.5 million in the 12 months following your training, and we'll pay tuition PLUS up to $500 in travel expenses.

Want To Learn More?

Click here to see a sample agenda (PDF format).

The Renaissance "Practice Development Forum" retails at $895, and only $495 for a "refresher course".

Register Online or call Renaissance at (800) 843-0050.