Charitable Giving for High Net-Worth Clients

Name: Charitable Giving for High Net-Worth Clients
Start: 2026-12-10T14:00:00
End: 2026-12-10

Starts: December 10, 2026 at 2:00 PM
Ends: December 10, 2026
Format: Online
Location: VIRTUAL

About This Event

Charitable giving is an important part of holistic financial planning, yet clients may be unaware of how to align philanthropy with their tax, legacy, and beneficiary goals. This course will help financial professionals evaluate charitable-giving options for their clients and develop a plan that fits their objectives.