Don't Miss Out on Our Upcoming CE Webinars!
| Webinar Spotlight The latest financial webinars built for wealth professionals. |
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Ask the Experts: Prepare for Possible Sunset of High Estate Tax Exemption Thursday, November 7, 2024 | 2:00 PM ET • 60min Join our webinar as expert speakers discuss the estate and gift tax exemption and what it will mean for your clients. They’ll also answer your pre-submitted questions. | Register | Sponsored by Fiduciary Trust Company |
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Unique Giving Strategies to Spark Economic Development in Disadvantaged Communities Tuesday, November 12, 2024 | 1:00 PM ET • 60min Discover the four main goals of economic development, a background on IRS-approved charitable purposes and mini case studies to help determine which activities qualify as being charitable. | Register | Sponsored by Foundation Source |
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Not able to attend the live webinars? Archived versions of webinars from WealthManagement.com 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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