Charitable Gifting Strategies for Year-End Conversations

(1 CFP® CE Credit*)
Thursday, December 2 from 2 P.M. to 3 P.M. ET
As we enter America's season of giving, your clients will likely be looking to support the causes that matter most to them. But what if there was a smarter way for them to give back—one that maximized their charitable gifts and minimized their tax exposure?

As a trusted financial professional, you are in a position to help your clients give more strategically to the causes they care about during this time of immense need worldwide. This CE eligible session will teach you creative ways to incorporate the strategies into your year-end planning conversations, resulting in a stronger client relationship and greater charitable impact.

*You must attend the live session to receive CE Credit. Credit is not awarded for watching the recording.

Jim Carpenter CAP®, ChFC®, CLU®
VP, Charitable Planning Consultant
Fidelity Charitable®
Steve Taylor CFP®, MSFP
Senior Financial Planner
eMoney Advisor
Required to receive CFP CE Credit
Can't make it to the live session?
Register anyway, and we'll send you the recording.