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web211012 - MDRT Special Event: Doing Well While Doing Good

‐ Oct 12, 2021 1:00pm

Join MDRT member R.J. Kelly, RICP, MSFS, and Stephen Ritz, the founder of Green Bronx Machine, to discuss the importance of integrating charitable giving into your client conversations.

Kelly will share three simple ways to include philanthropy in every client conversation, as well as specific strategies you can discuss with clients as they plan for the future. Plus, he’ll reveal the one question you need to ask every high-net-worth prospect you meet!

Green Bronx Machine, a non-profit that helps students grow, eat and love their vegetables in route to spectacular academic performance, was the charity partner at the 2019 MDRT EDGE. Ritz will give some insight into how Green Bronx Machine has weathered the COVID-19 pandemic despite unprecedented challenges faced by non-profits around the world. Their experiences will remind you of the importance of incorporating charitable partners into your practice.