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DTSTART;TZID=America/Detroit:20170925T113000
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DTSTAMP:20260427T001754
CREATED:20161207T041102Z
LAST-MODIFIED:20170720T190958Z
UID:1452-1506339000-1506344400@cgpaustin.org
SUMMARY:Don’t be afraid of the advisors.  Here is how to turn an unknown into an advocate.
DESCRIPTION:Get on the same page with your donor’s financial advisors and get better results. Cass Grange has played both roles.  She will share her insights into how financial advisors think and how they are compensated.  She will also speak about the motivations and objections of the attorneys and the CPAs.  With experience in college fundraising and 21 years as a financial advisor\, Cass can give tips and insight into working with all the advisors on your donor’s team. \nRegister and RSVP \nSpeaker:\nCass Grange\nSr. Advisor Associate\nLucien\, Stirling & Gray \nCass Grange is Senior Advisor Associate and Director of Business Development for Lucien Stirling & Gray\, an independent\, Austin-owned\, investment advisory firm. Cass joined Lucien\, Stirling & Gray in 1995 after working for St. Edward’s University as the Director of Major Gifts. She has an MBA in Business Communications from the University of St. Thomas\, in St. Paul\, Minnesota and a degree in journalism from the University of Nebraska. Cass holds the FINRA series 6\, 63 and 66 as well as the Group 1 Life\, Health & Disability insurance licenses. \nShe is a member of the gift planning committee for St. Edward’s University and on the endowment committee for the Catholic Diocese of Austin. She is the past president of what is now the Charitable Gift Planners of Austin and the past board chair for Family Eldercare. \nCass and her husband Tom have been married 32 years and have two sons in college. \n  \nRegister and RSVP
URL:https://cgpaustin.org/event/september-25th-luncheon-2/
LOCATION:Truluck’s\, 400 Colorado St.\, Austin\, TX\, 78701\, United States
CATEGORIES:2017 Monthly Luncheons and Programs
ATTACH;FMTTYPE=image/jpeg:https://cgpaustin.org/wp-content/uploads/2016/12/cass-grange-1.jpg
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