Advanced Series: Charitable Giving

Discover common gifting strategies such as Planned Gifts, Qualified Charitable Distributions, various charitable trusts and more.

UPCOMING SESSIONS:

September 2 - 2:00pm ET

CAN’T ATTEND A LIVE SESSION?

Watch a previously recorded on-demand video:

Webinars & Recordings Series

Custom Training

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LOOKING FOR MORE PERSONALIZED TRAINING?

Design a customized in-person program to meet your training needs.

This approach is recommended for both long-time eMoney users looking for training on more in-depth topics or new users seeking group training to get their office up to speed.

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