Live Webinars
In today’s philanthropic landscape, affluent clients are seeking tax-efficient and legacy-driven strategies to make a lasting difference. Life insurance—often overlooked—is a…
Charitable Giving with Purpose: Mastering QCDs and the IRA-to-CGA RolloverFor many retirees, Required Minimum Distributions (RMDs) create unintended tax burdens — especially for…
Nearly $600 billion was donated to U.S. nonprofits last year — and with the passage of the One Big Beautiful Bill Act (OBBBA), charitable giving rules have shifted in ways that…
The Setting Every Community Up for Retirement Enhancement Act of 2019, better known as the SECURE Act, was signed into law on December 20, 2019. Now that we have version 2.0 of…
Join us for an inspiring conversation on how financial advisors can amplify their charitable impact—together.In this special session, Michael Goldman shares his experience with…