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

Financial planners can benefit from speaking about philanthropy with their clients. Positioning philanthropic vehicles for planners’ client base, helps clients realize their financial and philanthropic goals. 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. In addition to determining how to formulate financial and tax strategies, 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® professionals or unfamiliar with subject.

Course Objectives
  • Understand the basic utilization different philanthropic vehicles.
  • Determine the tax strategy of charitable giving.
  • Engage your clients in values-based conversations.
Event Information
Start Time:
September 24, 2019 2:00 PM Eastern
1:00 PM Central, 12:00 PM Mountain, 11:00 AM Pacific
Add to Calendar:
Estimated Length:
1 hour
Registration Time Remaining:
3 days, 23 hours
FPA Member Price:
Free
Non-Member Price:
$49.00
Charitable Giving: A Valuable Piece of the Financial Planning Picture
Speaker Information
Greg Greg Murray, BS  [ view bio ]
Individual topic purchase: Selected
Financial Planning Association
CFP CE: 1.00
Products
Live Event + Archive
FPA Member Price:$0.00
Non-Member Price:$49.00