10/30/2026
Thank you to the professional advisors who joined us on October 19 for our Continuing Education Seminar presented by Michele Thomas Dole, M.S., CFP!
We’re grateful for the opportunity to bring professional advisors together to learn, connect, and dive deeper into client discovery which can transform the way they advise clients. Move beyond basic fact-gathering to uncover what truly matters—clients’ values, motivations, and long-term goals. The presentation was tailored for attorneys, tax, financial, and insurance advisors. Through practical frameworks, an ethical lens, and real-world examples, they gained tools to ask better questions, listen more effectively, and strengthen trust to help them improve outcomes and elevate their professional impact.
At the Community Foundation of Hancock County, we value our partnerships with professional advisors and the important role they play in helping clients turn their charitable goals into meaningful impact.
Thank you to everyone who spent the morning learning with us and thank you to our wonderful presenter, Michele Thomas Dole!