Maximize Your Wealth Webinar

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

Wednesday, November 15, 2023 | Noon PT

Please join us as we discuss how to define your charitable goals and how to balance those goals with your other wealth planning goals, including discussion of tax efficient donation options which can optimize your income  tax planning. Register today!

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

Deposit and loan products offered by First Foundation Bank, Member FDIC and Equal Housing Lender.

Investment and Advisory Services provided by First Foundation Advisors, an SEC-Registered Investment Advisor. Trust Services and Insurance Services are offered through First Foundation Bank. First Foundation Insurance Services license number #0H38553.

Investment, Insurance, Digital Assets, and Advisory Products and Services:

ARE NOT FDIC INSURED
ARE NOT BANK GUARANTEED
MAY LOSE VALUE
ARE NOT A DEPOSIT
ARE NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
First Foundation is not responsible for and has no control over the websites that have links here. Our Terms of Use linked at the bottom of this page state your agreement when you access such third party sites. Please contact us with any concerns or comments.

If you are using a screen reader and are having problems using this website, please call (888) 698-7442 for assistance.

© 2023 First Foundation. All rights reserved.