For the second year in a row, Dexterity Consulting will be partnering with REAP Calgary to bring a social captial discussion as part of the Down to Earth Week in Calgary, Alberta April 11-15. The Capital for a Cause summit is being brought to you in part by Dolan Wealth Management - Raymond James and Toniic. We started exploring this topic when the price of a barrel of oil was still fairly strong. Since those initial planning days, the Canadian dollar has tanked, oil is still trading at $40/barrel and tens of thousands of people have been laid off. So why are we talking about social capitla management now? It might seem counter-intuitive. It is for this very reason that we are undertaking this discussion at this time.
Before you say “I do,” it’s a good idea to sit down and discuss your finances. Even if you’re already married or in a committed relationship, scheduling a regular “financial date” to proactively talk about moneywill help avoid any unpleasant surprises in the future. Here are some ideas of what to talk about:
A large part of my business is spent presenting at firms across North America on the Advisor-Client conversation. Specifically the conversation about planned giving and managing social capital (typically charity dollars). Advisors who are growing their businesses, have a few things in common; one of these is the ability to have the philanthropy conversation.
Dexterity Consulting is just going through its annual strategic planning review and stakeholder engagement. As a reader of this blog your ideas, suggestions, input is welcome so that we can provide even better service to our clients.
Before I get into today's blog, I just wanted to let you know that a podcast of an interview I conducted with Collin Glassco will be posted in the coming weeks. Collin is the founder and CEO of the Glassco Foundation. I interviewed him for a book I am currently researching on Strategic Philanthropy. T