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160,521 results
Hello everyone and welcome to today's webinar the philanthropy advantage seven ways charitable planning can elevate your ...
73 views
8 months ago
... to talk about cornerstones in our life The course cornerstones that we focus on are life planning health planning legacy and your ...
63 views
11 months ago
NEW! Learn accounting with Toni Cameron, CPA anytime, anywhere with our brand new webinars on-demand! Check them out ...
29 views
6 years ago
What is charitable planning? | Zabner Law | Estate Planning, Trusts & Probate | Jeffrey M. Zabner | http://www.zabnerlaw.com/ ...
16 views
8 years ago
In this training Jim Carpenter discusses Charitable Planning. If you want more Advanced Planning trainings, tools, and resources ...
22 views
1 year ago
In this training Rick Bailey, JD MAcc, CFP discusses charitable planning strategies and life insurance as a replacement.
7 views
2 years ago
Activist and fundraiser Dan Pallotta calls out the double standard that drives our broken relationship to charities. Too many ...
1,161,675 views
13 years ago
In this training Rick Bailey, JD MAcc, CFP discusses charitable planning strategies that can help our client's tax planning.
4 views
7 months ago
To learn more, download our charitable planning ebook. www.schechterwealth.com/charitableplanning/
110 views
9 years ago
While nearly 90 percent of affluent households give to charity, more than 45 percent of these donors consider themselves to be ...
160 views
4 years ago
Join us for an insightful session on Charitable Planning, designed to help you align your philanthropic goals with smart financial ...
8 views
6 months ago
AI is changing the way we work—but for gift planners and professional advisors, it has to be more than just words. Join Bryan ...
142 views
Planned giving can help you do well financially, while also doing good for others. When you provide meaningful financial support ...
2 views
A donor-advised fund, or DAF, is a type of charitable giving account to which you can donate all kinds of assets, from cash and ...
398 views
The most underutilized charitable planning technique and how Edward Beckwith, national charitable planning expert, approaches ...
253 views
14 years ago
In this training Rick Bailey, JD MAcc, CFP discusses charitable planning tools we can use for our clients. If you want more ...
12 views
Scott Luhnau, vice president of estate planning consultant, and Jude Grimaldi, manager of technology consulting, discuss ...
122 views
3 years ago
http://www.thetrustedadvisor.us Charitable planning is an advanced tax planning strategy on which CPA's and Financial Advisors ...
34 views
12 years ago
In this video, Heather J. Rhoades, a Principal in Cummings & Lockwood's Private Clients Group, discusses how charitable giving ...
114 views