AAAA Wedinar: "Charitable Planning Strategies in a New Giving Environment"
Thursday, October 31, 2019, 1:00 PM - 2:00 PM EDT
Category: Webinars
NEW DATE: October 30, 2019
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
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