Top 10 Charitable Financial Planning Strategies for Advisors
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Location
Central Pacific Plaza
220 South King Street
20th Floor, Oceans20
Honolulu, HI, USA
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About the event
Top 10 Charitable Financial Planning Strategies for Advisors
Helping your Clients and Strengthening Your Practice
Continuing education credit available for CFP and CLE!
As client expectations rise for more sophisticated guidance and deeper relationships, charitable planning has become a powerful way for advisors and attorneys to differentiate themselves.
This session explores high-impact charitable financial planning strategies that help advance your clients’ personal and philanthropic goals—while strengthening professional relationships and expanding the value you provide.
Led by Russell James, J.D., Ph.D., CFP®, a nationally recognized authority on charitable financial planning and Professor at Texas Tech University, this session blends cutting-edge research with real-world experience to demonstrate how charitable planning can deepen client relationships, support legacy goals, and enhance assets under management.
What You’ll Gain
- Practical, actionable tools
- Stronger client loyalty and long-term engagement
- The potential for increased assets under management
- Key insights on planning opportunities under the latest tax law
- Greater confidence positioning yourself as a trusted, forward-thinking advisor
Key Strategies Covered
- Tax-savvy gifts from retirement plans
- Optimizing gifts of appreciated assets
- Donor-advised funds and private foundations
- Incorporating life insurance into charitable giving
- Additional high-impact options your clients will value.
*Breakfast available for registered attendees. Register for free today!
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