Welcome to the Professional Advisor Network Complete Your Professional Advisor Network New Member Profile First Name (required) Last Name (required) Company/Organization (required) Address (required) Street Address Line 2 City (required) State (required) Alabama Alaska Arizona Arkansas California Colorado Connecticut Delaware District of Columbia Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Puerto Rico Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming Zip Code (required) Phone Number Email (required) Tell us about yourself Job Title (required) Do you work for a family office? Yes No Do you work with Spanish-speaking or bilingual clients? Yes No How long have you been in practice? 25 years or more 15-24 years 10-14 years 5-9 years 4 years or less How did you hear about the American Heart Association's Professional Advisor Network? Promotional mailing or email At an event Through a colleague or friend Other If you selected "At an event" please specify If you selected "Other" please describe What other professional groups are you currently a member of? What continuing education topics are you most interested in? What credits do you qualify for? CE CLE Both Let Us Know About Your Generous Client Gifts If you have a client that's arranged an estate gift benefitting the American Heart Association, we appreciate being informed of the gift so we can express our gratitude, ensure the donor's wishes are fulfilled, and recognize your excellent work. How many clients have you helped? 1-5 clients 6-10 clients 11-15 clients More than 15 clients The approximate values are: *We realize that all gifts are estimates, revocable, and subject to change based on life circumstances. I have clients who intend to include the American Heart Association in their estate plans. Yes No Get involved! Please check all that apply: I am willing to speak at American Heart Association Professional Advisor Network events Yes No I am interested in writing content to be featured in marketing communication materials Yes No I would like to be contacted to discuss possible collaboration opportunities Yes No I am interested in potential leadership opportunities within the Professional Advisor Network Yes No Contact Id Form ID Form Name Form Submission Date Form URL Campaign Content Campaign Source Campaign Medium Appeal FormSiteName SitecoreCampaignId SocialChannelAdSource SocialChannelSource Subscriber Key Last Reviewed: Aug 20, 2025
