Charitable Giving for High Net-Worth Clients
December 10 @ 2:00 pm - 3:00 pm
REGISTER
Presented by Doug Ewing
Charitable giving is an important part of holistic financial planning, yet clients may be unaware of how to align philanthropy with their tax, legacy, and beneficiary goals. This course will help financial professionals evaluate charitable-giving options for their clients and develop a plan that fits their objectives.