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Year-End Charitable Planning: 2020 Trends & Strategies for Smarter Giving (1 CFP® CE Credit)
2020 was a year of unprecedented change, including but not limited to the COVID-19 pandemic, resulting tax legislation and government relief, and worldwide natural disasters. As 2020 winds down, opportunities still exist to support charities and those most impacted by these issues, while also providing benefits to clients who take philanthropic actions. In this session, speakers from eMoney and Fidelity Charitable will discuss year-end planning strategies to maximize giving while also demonstrating how to model strategies in eMoney.

Dec 3, 2020 02:00 PM in Eastern Time (US and Canada)

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