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AAAA Webinar: "Charitable Planning Strategies in a New Giving Environment"
Thursday, October 17, 2019, 1:00 PM - 2:00 PM EDT
Category: Webinars

 

 October 17, 2019 

1:00 p.m. - 2:00 p.m. EST. 


"Charitable Planning Strategies in a New Giving Environment"

 


Mary Jovanovich | Senior Relationship Manager | Schwab Charitable and Cheryl Denton | Charitable Strategist |  Schwab Charitable Group , will both speak on "Charitable Planning Strategies in a New Giving Environment".  

Engage in meaningful conversations about philanthropy with clients and understand why charitable planning should be a key strategy in growing your practice. Many high net worth investors want to discuss charitable planning in the context of their overall wealth plan. They are looking for tax-smart and impactful ways to donate cash and non-cash assets to the causes they care most about. Learn how advisors use charitable planning to develop deeper relationships, differentiate themselves in the wealth planning space and engage the next generation. This webcast will clarify the complexities and requirements of complex gifts and show you ways to help clients maximize the impact of their philanthropy.

 

 Mary Jovanovich | Senior Relationship Manager | Schwab Charitable 

To read Mary Jovanovich's biography click here

 Cheryl Denton | Charitable Strategist | Schwab Charitable Group 

To read Cheryl Denton biography click here

The webinar has 1 CFP Continuing Education credit pending.  The webinar is open to all advisors and financial services professionals. CFP CE credits are limited to AAAA members only.  If you are not an AAAA member we encourage you to join by going to www.aaafainc.com.

  

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