BEGIN:VCALENDAR VERSION:2.0 PRODID:-//Financial Advice Association Australia - ECPv6.18.0//NONSGML v1.0//EN CALSCALE:GREGORIAN METHOD:PUBLISH X-WR-CALNAME:Financial Advice Association Australia X-ORIGINAL-URL:https://faaa.au X-WR-CALDESC:Events for Financial Advice Association Australia REFRESH-INTERVAL;VALUE=DURATION:PT1H X-Robots-Tag:noindex X-PUBLISHED-TTL:PT1H BEGIN:VTIMEZONE TZID:Australia/Sydney BEGIN:STANDARD TZOFFSETFROM:+1100 TZOFFSETTO:+1000 TZNAME:AEST DTSTART:20260404T160000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:+1000 TZOFFSETTO:+1100 TZNAME:AEDT DTSTART:20261003T160000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:+1100 TZOFFSETTO:+1000 TZNAME:AEST DTSTART:20270403T160000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:+1000 TZOFFSETTO:+1100 TZNAME:AEDT DTSTART:20271002T160000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:+1100 TZOFFSETTO:+1000 TZNAME:AEST DTSTART:20280401T160000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:+1000 TZOFFSETTO:+1100 TZNAME:AEDT DTSTART:20280930T160000 END:DAYLIGHT END:VTIMEZONE BEGIN:VEVENT DTSTART;VALUE=DATE:20270301 DTEND;VALUE=DATE:20270306 DTSTAMP:20260817T132154Z CREATED:20260504T235832Z LAST-MODIFIED:20260817T132154Z UID:10000351-1803859200-1804291199@faaa.au SUMMARY:FAAA Cebu Study Tour - Note New Dates - 1st Week of March 2027 DESCRIPTION:Upcoming webinar\n \n \n \n \n \n \n Mastering giving conversations with clients \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Tuesday 20 October 2026 \n \n \n \n \n \n \n \n \n \n \n \n \n \n 12:00pm – 1:00pm AEDT \n \n \n \n \n \n \n \n \n \n \n \n \n \n Up to 1 CPD hour available  \n \n \n \n \n \n \n \n \n Register now\n \n \n \n \n \n \n \n \n For guidance on creating your FAAA Learn account\, click here \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Session Overview \n \n \n \n \n \n \n \n \n \n \n \n For many advisers\, the challenge isn’t understanding structured giving\, it’s knowing how to introduce the conversation naturally and confidently with clients. This highly practical workshop provides financial advisers with a simple\, proven framework for raising philanthropy and structured giving as part of broader financial\, estate and legacy planning conversations. Participants will learn how to recognise the right opportunities\, ask thoughtful questions\, respond to common client concerns and guide discussions without needing to become philanthropy experts. Using real world case studies\, practical conversation examples and a step-by-step framework\, advisers will build the confidence to explore clients’ values\, purpose and legacy in a way that strengthens trust and creates more meaningful relationships. The session also covers when to refer clients to specialist providers and how structured giving can complement existing advice. Advisers will leave with practical tools they can immediately apply to deepen client relationships\, differentiate their advice offering and deliver more holistic\, values-led advice. \n \n \n \n \n \n \n \n \n Meet your speakers \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Dan Wortley \n \n \n \n CEO\, Generous You \n \n \n \n Dan Wortley is the founding CEO of Generous You\, an initiative focused on equipping accountants\, lawyers and financial advisers to confidently engage clients in structured giving and philanthropy conversations. With a background spanning education leadership\, professional engagement and strategic sector development\, Dan works closely with advisory firms\, philanthropic organisations and industry bodies to help embed giving\, legacy and impact discussions into mainstream professional advice. Dan is passionate about unlocking the role trusted advisers can play in shaping Australia’s future culture of generosity\, particularly as the nation enters one of the largest intergenerational wealth transfers in history. Through Generous You\, he is leading the development of practical education\, coaching and research initiatives designed to strengthen adviser capability\, confidence and collaboration across the professional services sector. URL:https://faaa.au/event/faaa-cebu-study-tour-late-august-2026/ CATEGORIES:National ATTACH;FMTTYPE=image/webp:https://faaa.au/wp-content/uploads/2026/05/CEBU.webp END:VEVENT BEGIN:VEVENT DTSTART;TZID=Australia/Sydney:20270427T083000 DTEND;TZID=Australia/Sydney:20270427T163000 DTSTAMP:20261007T232122Z CREATED:20261007T232122Z LAST-MODIFIED:20261007T232122Z UID:10000427-1808814600-1808843400@faaa.au SUMMARY:FAAA Roadshow 2027 - Adelaide DESCRIPTION:Upcoming webinar\n \n \n \n \n \n \n Mastering giving conversations with clients \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Tuesday 20 October 2026 \n \n \n \n \n \n \n \n \n \n \n \n \n \n 12:00pm – 1:00pm AEDT \n \n \n \n \n \n \n \n \n \n \n \n \n \n Up to 1 CPD hour available  \n \n \n \n \n \n \n \n \n Register now\n \n \n \n \n \n \n \n \n For guidance on creating your FAAA Learn account\, click here \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Session Overview \n \n \n \n \n \n \n \n \n \n \n \n For many advisers\, the challenge isn’t understanding structured giving\, it’s knowing how to introduce the conversation naturally and confidently with clients. This highly practical workshop provides financial advisers with a simple\, proven framework for raising philanthropy and structured giving as part of broader financial\, estate and legacy planning conversations. Participants will learn how to recognise the right opportunities\, ask thoughtful questions\, respond to common client concerns and guide discussions without needing to become philanthropy experts. Using real world case studies\, practical conversation examples and a step-by-step framework\, advisers will build the confidence to explore clients’ values\, purpose and legacy in a way that strengthens trust and creates more meaningful relationships. The session also covers when to refer clients to specialist providers and how structured giving can complement existing advice. Advisers will leave with practical tools they can immediately apply to deepen client relationships\, differentiate their advice offering and deliver more holistic\, values-led advice. \n \n \n \n \n \n \n \n \n Meet your speakers \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Dan Wortley \n \n \n \n CEO\, Generous You \n \n \n \n Dan Wortley is the founding CEO of Generous You\, an initiative focused on equipping accountants\, lawyers and financial advisers to confidently engage clients in structured giving and philanthropy conversations. With a background spanning education leadership\, professional engagement and strategic sector development\, Dan works closely with advisory firms\, philanthropic organisations and industry bodies to help embed giving\, legacy and impact discussions into mainstream professional advice. Dan is passionate about unlocking the role trusted advisers can play in shaping Australia’s future culture of generosity\, particularly as the nation enters one of the largest intergenerational wealth transfers in history. Through Generous You\, he is leading the development of practical education\, coaching and research initiatives designed to strengthen adviser capability\, confidence and collaboration across the professional services sector. URL:https://faaa.au/event/faaa-roadshow-2027-adelaide/ LOCATION:Adelaide Convention Centre\, North Terrace\, Adelaide CATEGORIES:South Australia State Community Events ATTACH;FMTTYPE=image/png:https://faaa.au/wp-content/uploads/2026/10/Roadshow-3.png END:VEVENT BEGIN:VEVENT DTSTART;TZID=Australia/Sydney:20270429T083000 DTEND;TZID=Australia/Sydney:20270429T163000 DTSTAMP:20261007T232306Z CREATED:20261007T232306Z LAST-MODIFIED:20261007T232306Z UID:10000428-1808987400-1809016200@faaa.au SUMMARY:FAAA Roadshow 2027 - Brisbane DESCRIPTION:Upcoming webinar\n \n \n \n \n \n \n Mastering giving conversations with clients \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Tuesday 20 October 2026 \n \n \n \n \n \n \n \n \n \n \n \n \n \n 12:00pm – 1:00pm AEDT \n \n \n \n \n \n \n \n \n \n \n \n \n \n Up to 1 CPD hour available  \n \n \n \n \n \n \n \n \n Register now\n \n \n \n \n \n \n \n \n For guidance on creating your FAAA Learn account\, click here \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Session Overview \n \n \n \n \n \n \n \n \n \n \n \n For many advisers\, the challenge isn’t understanding structured giving\, it’s knowing how to introduce the conversation naturally and confidently with clients. This highly practical workshop provides financial advisers with a simple\, proven framework for raising philanthropy and structured giving as part of broader financial\, estate and legacy planning conversations. Participants will learn how to recognise the right opportunities\, ask thoughtful questions\, respond to common client concerns and guide discussions without needing to become philanthropy experts. Using real world case studies\, practical conversation examples and a step-by-step framework\, advisers will build the confidence to explore clients’ values\, purpose and legacy in a way that strengthens trust and creates more meaningful relationships. The session also covers when to refer clients to specialist providers and how structured giving can complement existing advice. Advisers will leave with practical tools they can immediately apply to deepen client relationships\, differentiate their advice offering and deliver more holistic\, values-led advice. \n \n \n \n \n \n \n \n \n Meet your speakers \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Dan Wortley \n \n \n \n CEO\, Generous You \n \n \n \n Dan Wortley is the founding CEO of Generous You\, an initiative focused on equipping accountants\, lawyers and financial advisers to confidently engage clients in structured giving and philanthropy conversations. With a background spanning education leadership\, professional engagement and strategic sector development\, Dan works closely with advisory firms\, philanthropic organisations and industry bodies to help embed giving\, legacy and impact discussions into mainstream professional advice. Dan is passionate about unlocking the role trusted advisers can play in shaping Australia’s future culture of generosity\, particularly as the nation enters one of the largest intergenerational wealth transfers in history. Through Generous You\, he is leading the development of practical education\, coaching and research initiatives designed to strengthen adviser capability\, confidence and collaboration across the professional services sector. URL:https://faaa.au/event/faaa-roadshow-2027-brisbane/ LOCATION:Brisbane Convention and Exhibition Centre\, Merivale Street\, South Brisbane CATEGORIES:Brisbane Metro Community ATTACH;FMTTYPE=image/png:https://faaa.au/wp-content/uploads/2026/10/Roadshow-3.png END:VEVENT BEGIN:VEVENT DTSTART;TZID=Australia/Sydney:20270504T083000 DTEND;TZID=Australia/Sydney:20270504T163000 DTSTAMP:20261007T232428Z CREATED:20261007T232428Z LAST-MODIFIED:20261007T232428Z UID:10000429-1809419400-1809448200@faaa.au SUMMARY:FAAA Roadshow 2027 - Melbourne DESCRIPTION:Upcoming webinar\n \n \n \n \n \n \n Mastering giving conversations with clients \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Tuesday 20 October 2026 \n \n \n \n \n \n \n \n \n \n \n \n \n \n 12:00pm – 1:00pm AEDT \n \n \n \n \n \n \n \n \n \n \n \n \n \n Up to 1 CPD hour available  \n \n \n \n \n \n \n \n \n Register now\n \n \n \n \n \n \n \n \n For guidance on creating your FAAA Learn account\, click here \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Session Overview \n \n \n \n \n \n \n \n \n \n \n \n For many advisers\, the challenge isn’t understanding structured giving\, it’s knowing how to introduce the conversation naturally and confidently with clients. This highly practical workshop provides financial advisers with a simple\, proven framework for raising philanthropy and structured giving as part of broader financial\, estate and legacy planning conversations. Participants will learn how to recognise the right opportunities\, ask thoughtful questions\, respond to common client concerns and guide discussions without needing to become philanthropy experts. Using real world case studies\, practical conversation examples and a step-by-step framework\, advisers will build the confidence to explore clients’ values\, purpose and legacy in a way that strengthens trust and creates more meaningful relationships. The session also covers when to refer clients to specialist providers and how structured giving can complement existing advice. Advisers will leave with practical tools they can immediately apply to deepen client relationships\, differentiate their advice offering and deliver more holistic\, values-led advice. \n \n \n \n \n \n \n \n \n Meet your speakers \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Dan Wortley \n \n \n \n CEO\, Generous You \n \n \n \n Dan Wortley is the founding CEO of Generous You\, an initiative focused on equipping accountants\, lawyers and financial advisers to confidently engage clients in structured giving and philanthropy conversations. With a background spanning education leadership\, professional engagement and strategic sector development\, Dan works closely with advisory firms\, philanthropic organisations and industry bodies to help embed giving\, legacy and impact discussions into mainstream professional advice. Dan is passionate about unlocking the role trusted advisers can play in shaping Australia’s future culture of generosity\, particularly as the nation enters one of the largest intergenerational wealth transfers in history. Through Generous You\, he is leading the development of practical education\, coaching and research initiatives designed to strengthen adviser capability\, confidence and collaboration across the professional services sector. URL:https://faaa.au/event/faaa-roadshow-2027-melbourne/ LOCATION:Melbourne Convention and Exhibition Centre\, 1 Convention Centre Place\, South Wharf CATEGORIES:Melbourne Metro Community Events ATTACH;FMTTYPE=image/png:https://faaa.au/wp-content/uploads/2026/10/Roadshow-3.png END:VEVENT BEGIN:VEVENT DTSTART;TZID=Australia/Sydney:20270504T083000 DTEND;TZID=Australia/Sydney:20270504T163000 DTSTAMP:20261007T232554Z CREATED:20261007T232554Z LAST-MODIFIED:20261007T232554Z UID:10000430-1809419400-1809448200@faaa.au SUMMARY:FAAA Roadshow 2027 - Perth DESCRIPTION:Upcoming webinar\n \n \n \n \n \n \n Mastering giving conversations with clients \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Tuesday 20 October 2026 \n \n \n \n \n \n \n \n \n \n \n \n \n \n 12:00pm – 1:00pm AEDT \n \n \n \n \n \n \n \n \n \n \n \n \n \n Up to 1 CPD hour available  \n \n \n \n \n \n \n \n \n Register now\n \n \n \n \n \n \n \n \n For guidance on creating your FAAA Learn account\, click here \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Session Overview \n \n \n \n \n \n \n \n \n \n \n \n For many advisers\, the challenge isn’t understanding structured giving\, it’s knowing how to introduce the conversation naturally and confidently with clients. This highly practical workshop provides financial advisers with a simple\, proven framework for raising philanthropy and structured giving as part of broader financial\, estate and legacy planning conversations. Participants will learn how to recognise the right opportunities\, ask thoughtful questions\, respond to common client concerns and guide discussions without needing to become philanthropy experts. Using real world case studies\, practical conversation examples and a step-by-step framework\, advisers will build the confidence to explore clients’ values\, purpose and legacy in a way that strengthens trust and creates more meaningful relationships. The session also covers when to refer clients to specialist providers and how structured giving can complement existing advice. Advisers will leave with practical tools they can immediately apply to deepen client relationships\, differentiate their advice offering and deliver more holistic\, values-led advice. \n \n \n \n \n \n \n \n \n Meet your speakers \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Dan Wortley \n \n \n \n CEO\, Generous You \n \n \n \n Dan Wortley is the founding CEO of Generous You\, an initiative focused on equipping accountants\, lawyers and financial advisers to confidently engage clients in structured giving and philanthropy conversations. With a background spanning education leadership\, professional engagement and strategic sector development\, Dan works closely with advisory firms\, philanthropic organisations and industry bodies to help embed giving\, legacy and impact discussions into mainstream professional advice. Dan is passionate about unlocking the role trusted advisers can play in shaping Australia’s future culture of generosity\, particularly as the nation enters one of the largest intergenerational wealth transfers in history. Through Generous You\, he is leading the development of practical education\, coaching and research initiatives designed to strengthen adviser capability\, confidence and collaboration across the professional services sector. URL:https://faaa.au/event/faaa-roadshow-2027-perth/ LOCATION:Perth Convention & Exhibition Centre\, 21 Mounts Bay Road\, Perth\, WA CATEGORIES:Western Australia State Community ATTACH;FMTTYPE=image/png:https://faaa.au/wp-content/uploads/2026/10/Roadshow-3.png END:VEVENT BEGIN:VEVENT DTSTART;TZID=Australia/Sydney:20270511T083000 DTEND;TZID=Australia/Sydney:20270511T163000 DTSTAMP:20261007T232718Z CREATED:20261007T232653Z LAST-MODIFIED:20261007T232718Z UID:10000431-1810024200-1810053000@faaa.au SUMMARY:FAAA Roadshow 2027 - Sydney DESCRIPTION:Upcoming webinar\n \n \n \n \n \n \n Mastering giving conversations with clients \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Tuesday 20 October 2026 \n \n \n \n \n \n \n \n \n \n \n \n \n \n 12:00pm – 1:00pm AEDT \n \n \n \n \n \n \n \n \n \n \n \n \n \n Up to 1 CPD hour available  \n \n \n \n \n \n \n \n \n Register now\n \n \n \n \n \n \n \n \n For guidance on creating your FAAA Learn account\, click here \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Session Overview \n \n \n \n \n \n \n \n \n \n \n \n For many advisers\, the challenge isn’t understanding structured giving\, it’s knowing how to introduce the conversation naturally and confidently with clients. This highly practical workshop provides financial advisers with a simple\, proven framework for raising philanthropy and structured giving as part of broader financial\, estate and legacy planning conversations. Participants will learn how to recognise the right opportunities\, ask thoughtful questions\, respond to common client concerns and guide discussions without needing to become philanthropy experts. Using real world case studies\, practical conversation examples and a step-by-step framework\, advisers will build the confidence to explore clients’ values\, purpose and legacy in a way that strengthens trust and creates more meaningful relationships. The session also covers when to refer clients to specialist providers and how structured giving can complement existing advice. Advisers will leave with practical tools they can immediately apply to deepen client relationships\, differentiate their advice offering and deliver more holistic\, values-led advice. \n \n \n \n \n \n \n \n \n Meet your speakers \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Dan Wortley \n \n \n \n CEO\, Generous You \n \n \n \n Dan Wortley is the founding CEO of Generous You\, an initiative focused on equipping accountants\, lawyers and financial advisers to confidently engage clients in structured giving and philanthropy conversations. With a background spanning education leadership\, professional engagement and strategic sector development\, Dan works closely with advisory firms\, philanthropic organisations and industry bodies to help embed giving\, legacy and impact discussions into mainstream professional advice. Dan is passionate about unlocking the role trusted advisers can play in shaping Australia’s future culture of generosity\, particularly as the nation enters one of the largest intergenerational wealth transfers in history. Through Generous You\, he is leading the development of practical education\, coaching and research initiatives designed to strengthen adviser capability\, confidence and collaboration across the professional services sector. URL:https://faaa.au/event/faaa-roadshow-2027-sydney/ LOCATION:ICC Sydney\, 14 Darling Drive\, Sydney CATEGORIES:Sydney Metro Community Events ATTACH;FMTTYPE=image/png:https://faaa.au/wp-content/uploads/2026/10/Roadshow-3.png END:VEVENT BEGIN:VEVENT DTSTART;TZID=Australia/Sydney:20270513T083000 DTEND;TZID=Australia/Sydney:20270513T163000 DTSTAMP:20261007T232903Z CREATED:20261007T232903Z LAST-MODIFIED:20261007T232903Z UID:10000432-1810197000-1810225800@faaa.au SUMMARY:FAAA Roadshow 2027 - Canberra DESCRIPTION:Upcoming webinar\n \n \n \n \n \n \n Mastering giving conversations with clients \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Tuesday 20 October 2026 \n \n \n \n \n \n \n \n \n \n \n \n \n \n 12:00pm – 1:00pm AEDT \n \n \n \n \n \n \n \n \n \n \n \n \n \n Up to 1 CPD hour available  \n \n \n \n \n \n \n \n \n Register now\n \n \n \n \n \n \n \n \n For guidance on creating your FAAA Learn account\, click here \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Session Overview \n \n \n \n \n \n \n \n \n \n \n \n For many advisers\, the challenge isn’t understanding structured giving\, it’s knowing how to introduce the conversation naturally and confidently with clients. This highly practical workshop provides financial advisers with a simple\, proven framework for raising philanthropy and structured giving as part of broader financial\, estate and legacy planning conversations. Participants will learn how to recognise the right opportunities\, ask thoughtful questions\, respond to common client concerns and guide discussions without needing to become philanthropy experts. Using real world case studies\, practical conversation examples and a step-by-step framework\, advisers will build the confidence to explore clients’ values\, purpose and legacy in a way that strengthens trust and creates more meaningful relationships. The session also covers when to refer clients to specialist providers and how structured giving can complement existing advice. Advisers will leave with practical tools they can immediately apply to deepen client relationships\, differentiate their advice offering and deliver more holistic\, values-led advice. \n \n \n \n \n \n \n \n \n Meet your speakers \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Dan Wortley \n \n \n \n CEO\, Generous You \n \n \n \n Dan Wortley is the founding CEO of Generous You\, an initiative focused on equipping accountants\, lawyers and financial advisers to confidently engage clients in structured giving and philanthropy conversations. With a background spanning education leadership\, professional engagement and strategic sector development\, Dan works closely with advisory firms\, philanthropic organisations and industry bodies to help embed giving\, legacy and impact discussions into mainstream professional advice. Dan is passionate about unlocking the role trusted advisers can play in shaping Australia’s future culture of generosity\, particularly as the nation enters one of the largest intergenerational wealth transfers in history. Through Generous You\, he is leading the development of practical education\, coaching and research initiatives designed to strengthen adviser capability\, confidence and collaboration across the professional services sector. URL:https://faaa.au/event/faaa-roadshow-2027-canberra/ LOCATION:The Boat House\, Grevillea Park\, Menindee Drive\, Barton CATEGORIES:ACT Chapter ATTACH;FMTTYPE=image/png:https://faaa.au/wp-content/uploads/2026/10/Roadshow-3.png END:VEVENT BEGIN:VEVENT DTSTART;TZID=Australia/Sydney:20271116T080000 DTEND;TZID=Australia/Sydney:20271118T170000 DTSTAMP:20260812T033659Z CREATED:20260812T033638Z LAST-MODIFIED:20260812T033659Z UID:10000392-1826352000-1826557200@faaa.au SUMMARY:FAAA Congress 2027 DESCRIPTION:Upcoming webinar\n \n \n \n \n \n \n Mastering giving conversations with clients \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Tuesday 20 October 2026 \n \n \n \n \n \n \n \n \n \n \n \n \n \n 12:00pm – 1:00pm AEDT \n \n \n \n \n \n \n \n \n \n \n \n \n \n Up to 1 CPD hour available  \n \n \n \n \n \n \n \n \n Register now\n \n \n \n \n \n \n \n \n For guidance on creating your FAAA Learn account\, click here \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Session Overview \n \n \n \n \n \n \n \n \n \n \n \n For many advisers\, the challenge isn’t understanding structured giving\, it’s knowing how to introduce the conversation naturally and confidently with clients. This highly practical workshop provides financial advisers with a simple\, proven framework for raising philanthropy and structured giving as part of broader financial\, estate and legacy planning conversations. Participants will learn how to recognise the right opportunities\, ask thoughtful questions\, respond to common client concerns and guide discussions without needing to become philanthropy experts. Using real world case studies\, practical conversation examples and a step-by-step framework\, advisers will build the confidence to explore clients’ values\, purpose and legacy in a way that strengthens trust and creates more meaningful relationships. The session also covers when to refer clients to specialist providers and how structured giving can complement existing advice. Advisers will leave with practical tools they can immediately apply to deepen client relationships\, differentiate their advice offering and deliver more holistic\, values-led advice. \n \n \n \n \n \n \n \n \n Meet your speakers \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Dan Wortley \n \n \n \n CEO\, Generous You \n \n \n \n Dan Wortley is the founding CEO of Generous You\, an initiative focused on equipping accountants\, lawyers and financial advisers to confidently engage clients in structured giving and philanthropy conversations. With a background spanning education leadership\, professional engagement and strategic sector development\, Dan works closely with advisory firms\, philanthropic organisations and industry bodies to help embed giving\, legacy and impact discussions into mainstream professional advice. Dan is passionate about unlocking the role trusted advisers can play in shaping Australia’s future culture of generosity\, particularly as the nation enters one of the largest intergenerational wealth transfers in history. Through Generous You\, he is leading the development of practical education\, coaching and research initiatives designed to strengthen adviser capability\, confidence and collaboration across the professional services sector. URL:https://faaa.au/event/faaa-congress-2027/ CATEGORIES:National ATTACH;FMTTYPE=image/png:https://faaa.au/wp-content/uploads/2026/08/Congress-generic.png END:VEVENT END:VCALENDAR