From Wealth to Legacy: Guiding Clients Through Tax-Smart Philanthropy

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CREDITS

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CFP / CFA / IWI
CE Credit

From Wealth to Legacy: Guiding Clients Through Tax-Smart Philanthropy provides advisors with tools to transform charitable intentions into powerful tax-planning opportunities.

Learning Objectives:

Evaluate and select the optimal planned giving vehicle based on clients’ legacy goals, tax profile, timing and potential income needs.
Compare the potential considerations for funding philanthropy with different assets.
Understand how clients may be able to align charitable intent with desired financial planning outcomes.

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*I am a financial professional. I understand that this event is for financial professionals only, and I may be contacted by Eaton Vance.

If you are having any issues during registration, please send an email to ce@riadatabase.com

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