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This group offers you an opportunity to network and share ideas with Women Advisors from across the nation. We will also update you on plans for our live Women Advisors Forum meetings in New York, Dallas, Chicago and California. LinkedIn

Location

Hilton Hotel Midtown

New York Hilton Midtown
1335 Avenue of the Americas,
New York, New York, 10019

Forward this Session

Forward this Session

FUNDING PHILANTHROPY WITH COMPLEX ASSETS--CE CREDIT

Helping clients find ways to give more to the causes they care about is an ideal way for advisors to add value to their services, build stronger bonds, and create an opportunity to work across multiple generations of their clients’ families.

One of the best ways advisors can enhance a client’s charitable giving strategy is by helping them to identify the right assets to give and the right time to give them. While much of the…

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