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Exploring the world of Financial Planning. Accelerating your career.
Three Reasons Why You Should Embrace Philanthropic Solutions
You're a Financial Planner, Now What?
4 years ago
Three Reasons Why You Should Embrace Philanthropic Solutions
Ed Rodbro, CAP®, is the senior advisor in charge of charitable estate planning at the American Heart Association. He helps wealth advisors, estate planning attorneys, and other financial professionals develop charitable giving solutions for their clients. Ed spoke with Hannah Moore, CFP®, about how philanthropy can help you manage your clients’ tax liabilities, fulfil their values, and engage millennial clients on issues that matter to them.
You're a Financial Planner, Now What?
Exploring the world of Financial Planning. Accelerating your career.
