Description

Date: Tuesday, April 8, 2025
Topic: Making Tax-Efficient Charitable Gifts That Leave a Lasting Impact
Speaker: Heather Zack, JD, LLM, MSFP, CAP, Director of High Net Worth at Commonwealth
Description: Charitable giving is an important aspect of many clients’ financial plans. All too often, tax mitigation dominates the planning discussion; a client’s philanthropic motivations and their desire to “do good” can get lost. This session will focus on how to use the right charitable planning tools to optimize a client’s financial plan and avoid potential lurking issues in their gift plans, all while delivering a meaningful charitable impact.

CE: No Minnesota CE credits. CFP, CPE, & PRP pending.

More information and to register: Click here

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