CLE webinar: Client conversations that connect planning and philanthropy
Webinar: Thursday, June 25 from 10 to 11 a.m.
For professional advisors, CPAs and lawyers
The jarring market volatility of the past four months due to COVID-19 and the increasing needs in our communities have financial advisors scrambling to address clients’ urgent concerns. But it also presents a golden opportunity for them to explain the benefits of giving back.
There are a range of new programs and market conditions that offer incentives for increasing personal philanthropy for clients who are considering the SECURE Act and the low interest rate environment.
Our summer continuing education webinar features Greg Allison, shareholder at Schneider Downs, and Doug DeNardo, partner at Galanter Tomosovich. They will present case studies and practical examples that demonstrate how advisors, CPAs and lawyers can present responsible wealth management options that safeguard the financial future of a client and their loved ones, as well as offering tax-friendly benefits.