Earn CE Credit | Discover the Power of Private Foundations
| | | Ask The Experts: Private Foundation Basics for Financial Advisors |
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| | DATE:
Monday
September 16, 2024 |
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| | TIME:
2:00 PM ET
11:00 AM PT |
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Are you curious about private foundations and how they might benefit your clients? Join our webinar to hear from Gillian Howell, Head of Client Advisory Solutions at Foundation Source, and Alvina H. Lo, Chief Wealth Strategist & Executive Vice President at Wilmington Trust. They will dive into the basics of private foundations and the requirements for creating and maintaining them. They’ll also answer your pre-submitted questions on private foundations and Donor Advisor Funds (DAFs).
In this webinar, you'll learn about:
What private foundations are and how they function Which clients can benefit the most from establishing a private foundation The tax implications associated with private foundations Key differences between private foundations and DAFs |
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| CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval. | | Featured Speakers | | |
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| | | Gillian Howell Head of Client Advisory Solutions Foundation Source |
| | | Alvina H. Lo Chief Wealth Strategist, Executive Vice President Wilmington Trust |
| | | Susan Lipp - Moderator Editor in Chief Trusts & Estates |
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| Not able to attend the live event? | | Archived versions of webinars from Trust & Estates are available for viewing On Demand shortly after broadcast. Register today and you will receive an email with login instructions as soon as the replay is available. |
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