Bridging Generational Wealth with Smart Philanthropy and Wealth Transfer Strategies
(1 CFP® CE Credit)
Thursday, June 17 | 12:00 - 1:00 p.m. ET
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 facilitating conversations and engage families around planning.