Financial advisors play a crucial role in helping high-net-worth clients achieve their philanthropic goals through effective charitable planning. Two versatile and effective means of charitable giving are through donor-advised funds (DAFs) and private foundations.
Join our experts on October 24th, for the latest installment of our Ask the Experts Webinar Series, as they provide an overview of these two charitable planning vehicles and the pros and cons of each, as well as review some recent legislative activity around DAFs. They’ll also answer your pre-submitted questions on DAFs and private foundations.
Continuing Education (CE) and Continuing Legal Education (CLE) Credits for Live Attendees: CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Creditshave been applied for and are pending approval.
Archived versions of webinars from Trust & Estates are available
for viewing On Demand shortly after broadcast. Register todayand you will
receive an email with login instructions as soon as the replay is available.
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