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N. Jersey Chapter- Helping Clients Successfully Integrate Charitable Giving into Succession Planning
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N. Jersey Chapter- Helping Clients Successfully Integrate Charitable Giving into Succession Planning

5/16/2018
When: Wednesday, May 16, 2018
1:00 - 3:10 pm EDT
Where: CohnReznick LLP
4 Becker Farm Road
Roseland, New Jersey  07068
United States
Contact: North Jersey Chapter

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LUNCH AND LEARN VTC

HELPING CLIENTS SUCCESSFULLY INTEGRATE CHARITABLE GIVING INTO SUCCESSION PLANNING

Join the North Jersey 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

$10 - FSP Members

$20 - 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