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Bridging Charitable Planning with Retirement Income

NAIFA Advisor Today

Discover how to seamlessly combine charitable giving with retirement income strategies in our upcoming webinar Bridging Charitable Planning with Retirement Income on Tuesday December 10, 2024, from 12:00 to 1:00 pm Eastern.

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Pro Tips for Using Client Education to Boost Financial Planning

eMoney Advisor

When we first started offering client webinars, we traveled to our regional offices to conduct events that were focused on market outlook. When the pandemic hit, we continued to offer these events, but they became quarterly webinars. For example, when we did a webinar about planning for college, it was right before the FAFSA® deadline.

Education 103
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DAF Before QCD? A Charitable Giving Strategies Q&A with Dr. James

eMoney Advisor

For even more tax-efficient giving strategies, watch the webinar I recently presented, Top 10 Charitable Planning Strategies for Financial Advisors: Helping Your Clients and Your Business with Charitable Planning. See the Top 10 Giving Strategies.