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Webinar Spotlight

The latest financial webinars built for wealth professionals.

Ask the Experts: Prepare for Possible Sunset of High Estate Tax Exemption

Thursday, November 7, 2024 | 2:00 PM ET • 60min

Join our webinar as expert speakers discuss the estate and gift tax exemption and what it will mean for your clients. They’ll also answer your pre-submitted questions.

Register

Sponsored by Fiduciary Trust Company

Unique Giving Strategies to Spark Economic Development in Disadvantaged Communities

Tuesday, November 12, 2024 | 1:00 PM ET • 60min

Discover the four main goals of economic development, a background on IRS-approved charitable purposes and mini case studies to help determine which activities qualify as being charitable.

Register

Sponsored by Foundation Source

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Archived versions of webinars from WealthManagement.com are available for viewing On Demand shortly after broadcast. Register today and you will receive an email with login instructions as soon as the replay is available.

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