Deepen your knowledge of charitable strategies to transform your client’s philanthropic journey
Industry pros host a webinar designed to explain the intricacies of donor-advised funds and other charity vehicles to guide high-net-worth clients through the giving process.
As a wealth or financial advisor, you know there is more to charity than just writing a check. If you're looking to strengthen your relationships with high-net-worth and ultra-high-net-worth clients, join the Edward Charles Foundation's upcoming webinar on March 21.
This webinar will expand your
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