NAIFA-FSP Webinar Series

 Making Tax-Efficient Charitable Gifts That Leave a Lasting Impact 

Tuesday, April 8, 2025
09:00 am - 10:00 am PST

Program Overview

Heather Zack, JD, LLM, MSFP, CAP
Director of High Net Worth at
Commonwealth

Charitable giving is an important aspect of many clients’ financial plans. All too often, tax mitigation dominates the planning discussion; a client’s philanthropic motivations and their desire to “do good” can get lost. This session will focus on how to use the right charitable planning tools to optimize a client’s financial plan and avoid potential lurking issues in their gift plans, all while delivering a meaningful charitable impact.

REGISTRATION FEE

Members: No Fee | Nonmembers: $59.00

CE CREDITS

1 CFP® credit has been approved.
1 CPE (accounting) credit has been approved.
1 Professional Recertification/PRP (American College) credit has been approved.

(State insurance credit is not available.)
$5.00 fee per credit.