Philanthropic Planning | On-Demand Webcasts
Knowledge & Network The Melton Case Study
Advice on grant-making for philanthropic impact is often missing in financial planning, even when philanthropy is a big part of a client's estate plan. Join The College's CAP® program director Phil Cubeta for a session that can give you the knowledge you need to identify when strategic grant making advice is needed, or when to reach out to specialists to help provide advice.
November 13, 2020
November 13, 2020
Retirement Planning | On-Demand Webcasts
A Post-Election View of Retirement Planning
November 13, 2020
Special Needs Planning | On-Demand Webcasts
Increasing Tax Awareness and Examining "Dependents" and the "Kiddie Tax"
November 12, 2020
Practice Management | Podcasts
NextGen in 10: Compassion (& Honesty) Is the Best Policy
November 10, 2020
