Charitable Planning, Clients, Planning and Webinar

Pro Tips for Using Client Education to Boost Financial Planning

eMoney Advisor

JANUARY 31, 2023

A few years ago, I had a eureka moment that changed the way our firm approached client education. When we first started offering client webinars, we traveled to our regional offices to conduct events that were focused on market outlook. After that first year, we went a little more niche and focused on different types of clients.

Education

Education Financial Planning Clients Planning

DAF Before QCD? A Charitable Giving Strategies Q&A with Dr. James

eMoney Advisor

NOVEMBER 29, 2022

When it comes to charitable giving, cash is not king. If you have a client who’s making cash donations, and they’re age 70 1/2, it’s smarter to make those gifts directly out of the IRA in what’s called a qualified charitable distribution (QCD). Are clients able to make a QCD to a donor-advised fund?

Charitable Planning

Charitable Planning Distribution Taxes Clients

Financial Advisor Source

Pro Tips for Using Client Education to Boost Financial Planning

DAF Before QCD? A Charitable Giving Strategies Q&A with Dr. James

Webinars

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