Professional Advisor Trainings
This course discusses all of the charitable strategies professional advisors can offer their clients. Understanding these principles can help advisors find the best solution for particular situations.
Charitable Strategies For Donors
In this training, donors will gain an understanding of charitable tools available to them and the many things they can do to promote, manage and continue their legacy through philanthropic activities.
Learn from those who are the charitable strategies experts. Learn how you can build a lasting legacy by implementing charitable planning into you financial and estate planning. You can build a family foundation, training rising generations on the value of money, and give a gift that lasts for generations to come with your current advisory team.