Did you know that virtually all high-net-worth clients give to charity annually, and the majority are looking to you to help them be more strategic? Discover how to incorporate charitable planning as part of a holistic wealth management offering, to deepen client engagement and build new relationships while meeting the growing demand for strategic philanthropic solutions.
In this CE/CPE eligible session you will learn the essentials you need to confidently facilitate charitable planning conversations with clients including:
· Charitable giving tax strategies
· Common charitable vehicles
· How to start a charitable conversation with clients
· Charitable planning best practices
Participants will earn 1 CPE credit
Field of Study: Specialized Knowledge
Prerequisites: There are no prerequisites for this session.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
NASBA Approved
Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.