Bridging Generational Wealth with Smart Philanthropy and Wealth Transfer Strategies (1 CFP® CE Credit)

Thursday, June 17 from 12:00 - 1:00 p.m. ET

With the U.S. facing an aging demographic and a changing wealth landscape over the next decade, advisors must work with an entire family if they are to protect the legacy of their practice. Philanthropy is a great way to initiate meaningful dialogue between family members that can serve to deepen relationships with current and future generations of clients.

Join Tobias Donath, Fidelity Investments, Colby Bircher, Fidelity Charitable, and Brandon Heid, from eMoney Advisor to explore the charitable opportunities and estate planning strategies that address intergenerational wealth transfers. Attendees will learn actionable tips to facilitate conversations and engage families around planning. 
Required to receive CFP CE Credit
Tobias Donath
SVP, Center for Family Engagement
Fidelity Investments
Colby Bircher
VP, Charitable Planning Consultant
Fidelity Charitable®
Brandon Heid, CFP®
Practice Management Consultant
eMoney Advisor
Can't make it to the live session?
Register anyway, and we'll send you the recording.