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Monmouth-Ocean Chapter - Helping Clients Integrate Charitable Giving into Succession Planning
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Monmouth-Ocean Chapter - Helping Clients Integrate Charitable Giving into Succession Planning

5/16/2018
When: Wednesday, May 16, 2018
1:00 - 3:10 pm EDT
Where: International Planning Alliance, LLC
1040 Broad Street
2nd Floor
Shrewsbury, New Jersey  07702
United States
Contact: Monmouth-Ocean Chapter
732-704-4838

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LUNCH AND LEARN VTC

HELPING CLIENTS SUCCESSFULLY INTEGRATE CHARITABLE GIVING INTO SUCCESSION PLANNING

Join the Monmouth-Ocean Counties Chapter of the Society of Financial Service Professionals for this two hour presentation that includes a light lunch, and will provide valuable insight and information.

Program Overview

Studies show that over 70 percent of charitable giving is done by individuals during their lifetime; including transfers at death raises that number to 80 percent. Now consider that business owners give at higher levels in comparison to their counterparts. With 31 percent of high-net-worth clients reporting that they would switch advisors if the new advisor would discuss philanthropy, the implications for advisors are clear: Advisors who can offer knowledgeable guidance will distinguish themselves from the others and add tremendous value to advisor-client relationships. MORE

Cost

$15 - FSP Members

$30 - Non-members

CE Credits

This program has been submitted for 2 credit hours for insurance, CFP®, banking, accounting, legal, and PACE/PRCE. 

For more information or to register:

  

Sponsored by:

Partners of FSP

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