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Continuing Education: A Guide for Charitable Giving (1 CFP® CE Credit)
Many clients have philanthropic inclinations, but don't know where to start. This session, guest speaker James Werner, CFP® will address how advisors can bring up charitable giving topics with clients and determine an overall mission, so that a plan to balance goals for today and tomorrow can be put in place.

Aug 6, 2020 02:00 PM in Eastern Time (US and Canada)

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James Werner, CFP®
Wealth Manager * Philanthropic Planner * Problem Solver @Silicon Hills Wealth Management
Chris Mauriello
Financial Planning Practice Management Consultant @eMoney Advisor