As a financial advisor, you play a crucial role in helping high-net-worth clients achieve their philanthropic goals through effective charitable planning, while maximizing their tax benefits and ensuring alignment with their broader financial objectives. But charitable giving is a complex and highly personal decision — and you likely have many questions when it comes to the latest tax-efficient strategies and charitable giving vehicles available to effectively advise your clients. Here’s the good news: The latest installment in our Ask the Experts Webinar Series will give a brief update on the charitable giving trends and issues wealth advisors and planners need to know about now, then answer your pre-submitted questions on any charitable giving topics (be sure to include them when you register for the webinar). |