Transformational Philanthropic Strategies
11:00 AM (PDT) | 2:00 PM (EDT)
Charitable giving is not just a strategy for tax abatement. It is also a tool for legacy building and reflecting the values and interests near and dear to your clients hearts. Understanding your clients’ philanthropic goals is an essential part of building a wealth management strategy that honors a family’s long-term impact interests.
During the session, you'll learn about disruptive, fully supported philanthropic solutions that serves the needs of high-net-worth families.
This is the first webinar in a four part series. After registering, you will receive a confirmation email containing information about joining the webinar.