Get answers to your specific charitable giving questions during our live, interactive Q&A panel discussion

Webinar: How Can I Help My Clients Build Lasting Legacies Through Charitable Giving?

Tuesday, July 25, 2023 • 11:00 am ET

As a financial advisor, you play a crucial role in helping high-net-worth clients achieve their philanthropic goals through effective charitable planning, while maximizing their tax benefits and ensuring alignment with their broader financial objectives.

But charitable giving is a complex and highly personal decision — and you likely have many questions when it comes to the latest tax-efficient strategies and charitable giving vehicles available to effectively advise your clients.

Here’s the good news: The latest installment in our Ask the Experts Webinar Series will give a brief update on the charitable giving trends and issues wealth advisors and planners need to know about now, then answer your pre-submitted questions on any charitable giving topics (be sure to include them when you register for the webinar).

CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® and CE credits have been applied for and are pending approval.