When community foundation staff and professional advisors collaborate, we can combine expertise to deliver significant client benefits and create lasting, positive change in communities. Join us in our home to explore how, together, we can unlock powerful charitable solutions and transform financial goals into lasting legacies. By bringing together the best minds from both spheres, we can anticipate finding overlapping interests that pave the way for strategic philanthropy — yielding benefits not just for individuals and families, but for our entire community.

CFMT invites you to join our annual Professional Advisor Reception. Enjoy cocktails and hors d’oeuvres in recognition of our shared commitment to the community and charitable giving across Middle Tennessee.

Why Philanthropy Matters in Advising Multigenerational Families
Remarks at 5:45 PM

21/64 is an independent nonprofit practice providing multigenerational advising, facilitation and training for next generation engagement.

This gathering is intended for attorneys, CPAs, financial planners, and other professional advisors. Business casual attire. RSVP by October 14. For more information or questions, please email [email protected].