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PFPS2102. Philanthropy

The world and your clients need you right now. The global pandemic has shown a light on how we need to pull together to make the world better and lift up others. Let me share how to lead clients to think more deeply about giving, how to summarize their intentions and understand the vehicles they might use to impact the lives of others and, in doing so, change their own life.

Date/Time
Jan 25
1:50 PM–2:40 PM
CPE Credits
1.0
NASBA Field of Study
Specialized Knowledge
Level
Intermediate
Prerequisites
3-5 Years in the Profession
Advanced Preparation
None