Charitable Giving: A Valuable Piece of the Financial Planning Picture

Financial planners can benefit from speaking about philanthropy with their clients. Not only can positioning philanthropic vehicles for planners’ client base help clients realize their financial and philanthropic goals, it can also provide great benefit to planners. In this presentation, you will learn how to position philanthropy within your client base while distinguishing characteristics of philanthropic vehicles, and engaging the next generation and family values. Planners will also learn how thinking about philanthropy strategically can help grow and maintain their business.

Overview: General review of subject from a broad perspective/ dive into basic knowledge on a skill or topic. For newer CFP® or unfamiliar with subject.

PLEASE NOTE THAT CE CREDIT IS ONLY AVAILABLE FOR THE LIVE PRESENTATION