Webinar Registration

Tax-Smart Giving Strategies for your Charitable Giving Goals

Boost Your Client's Charitable Giving outcomes and reduce out-of-pocket costs - CE Credit Available

Wednesday, July, 23

12:00pm ET

75 minutes

Earn 1 CE credit Trusted by 10,000+ financial advisors

Mary Jovanovich, CAP®

Senior Manager, Charitable Consulting DAFgiving360™ (Schwab Charitable)

Presenter Bio

What You'll Learn

There’s no time like the present to look at tax strategies for charitable giving, and with life’s competing priorities, you may be seeking a simpler, tax-smart approach to make giving more efficient this year. Join Mary Jovanovich, CAP® from Schwab Charitable to learn about…

Webinars are for Financial professionals only. Exceptions may be made for clients of Finacial experts Network subscribers.

Name

First Name

Last Name

Email Address

Who invited you?

Phone Number

Please provide your CFP ID #

Please provide your CRD #

ZIP Code

Which best describes you? *

State

City

What are your designations (e.g. CFP or CLU)?

Your B/D or RIA

Do you have a trusted mortgage advisor to serve your clients?

This question is for testing whether or not you are a human visitor and to prevent automated spam submissions.

What You'll Learn

No content added

Webinar Description

Topics Mary will cover include:

Tax-smart charitable giving strategies to consider this year
Insights on how donors leverage appreciated non-cash assets for philanthropic impact
Innovative tools and resources to help you navigate the tax benefits of giving and help guide your planning efforts

*CE/CPE Eligible: 1.0 CE credit(s) is(are) available to FEN Members with these designations: CFP, CLU, ChFC and RICP. CPA members will earn 1.0 CPE credit(s).
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.