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What if money is only the beginning? What if it could become a gateway to a whole new way of thinking about our future? As advisors, we can help clients with an intentional plan for investing in eternity and making God's kingdom a focus of our finances. Investing through our giving strategy opens us to unique perspectives on the nature of faith, meaning, and money. We will discuss perspectives on the path from generosity to “venturing,” the advisor’s crucial role in leading others; and new developments that should impact your giving and advice.
About the Speaker
Alan Gotthardt
TriniD CapitalAlan Gotthardt is the managing director and chief investment officer of TriniD Capital, a private investment company based in Atlanta, Georgia. Formerly the president of Brightworth, Alan was part of the leadership team that built Brightworth into a nationally recognized fee-only wealth management firm. Before that, Alan was a Certified Public Accountant in San Jose, California and in the Atlanta office of Ernst & Young. Alan is the author of The Eternity Portfolio, a book on faith-based philanthropy. Alan and his wife, Melissa, are the parents of three children.
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