Maximize Your Wealth Webinar

Balancing Charitable Giving with Financial Goals: Strategies for Philanthropic Impact and Tax-Efficiency 

Wednesday, February 14, 2024 | Noon PT

Our experts will discuss charitable tools and effective tax planning for impactful philanthropy. Join us to discover how our personalized approach to wealth planning and comprehensive financial solutions can help you achieve your philanthropic aspirations.

Speakers:
  • Pamela Cohen – Vice President, Philanthropy Services
  • Daniel Fan – Senior Managing Director, Head of Wealth Planning

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