They’re looking for a holistic financial plan that takes all of their life goals into consideration.
They want to engage in deeper conversations about their values, passions, and purpose.
They’re looking to you for guidance to fulfill their life goals in a tax-smart and efficient way.
Complimentary CE Session
Unlocking Complex Assets
Complex assets—such as private stock and business interests—are prime candidates for tax-efficient giving. Learn tips for using complex assets in your client’s portfolio to potentially reduce capital gains and estate taxes through charitable giving. This webinar is approved for CFP®, CIMA®, and CPWA® credit and will help you:
After 30+ years of working together, we know how to support your practice so you can focus on what really matters: your clients.
In addition to a dedicated support group for advisors, we offer:
The Charitable Investment Advisor Program to actively manage your clients’ contributions.
Our Philanthropic Consulting Program for custom services for your firm or your clients.
Our Private Donor Group with best-in-class service for your most generous clients.
The Complex Asset Group with years of experience and expertise in donating non-publicly traded assets.
A national team of in-field experts ready to support you and your clients.
Continuing education and professional development, including webinars with CE credits.
