ON-DEMAND WEBINAR
Top 10 Charitable Planning Strategies in 2022
(1 CFP® CE Credit*)
Grow your practice and support clients using leading charitable giving techniques, with special tips related to the new tax law. You will learn how to uncover new opportunities to improve your assets under management, while also providing tremendous benefit to clients interested in tax-efficient giving strategies. Topics covered include gifts from retirement plans, gifts of appreciated assets, the use of private foundations, and life insurance.
*CFP Credits not applicable for viewing recorded webinar
Presenters
Sasha Grabenstetter, AFC®
Financial Planning Education Consultant, eMoney Advisor
Russell James, III, Ph.D., J.D., CFP®
Director of Graduate Studies in Charitable Financial Planning and CH Foundation Chair in Personal Financial Planning
Texas Tech University