CFP Credit Opportunity: Charitable Planning and Strategies

Join us as we provide an overview of charitable giving, featuring commentary from Kate McKenzie, Director of Development for the Pittsburgh Foundation along with our very own Sean Link, JD, Estate Planning Specialist:

 

The ins and outs of direct and indirect charitable planning

Insight into engaging your clients

Helping clients achieve their charitable goals

 

 

These and other pertinent topics will be covered in this one-hour approved CFP credit webinar sponsored by Underwriters Brokerage Service. 

 

Two dates to choose from: 

 

or