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12th September 2022 - Private Wealth, Philanthropy and NFP’s
This article was originally published on HUB24.com on September 5th, 2022
More Australians are looking to give with greater impact and are likely to turn to their trusted adviser for guidance. But are advisers equipped with the knowledge and tools to start the conversation?
In our webinar, HUB24’s Senior Manager of Business Strategy Greg Hansen, is joined by Susan Chenoweth, Head of Philanthropic Services at Elston, to talk about structured giving and the important role that advisers play.
Through a range of case studies, we’ll discuss navigating client discussions around philanthropy, trigger events, types of giving structures and tax management. Join us to find out how you can deepen client relationships, engage the next generation of family members, and enhance your service proposition though philanthropy.
You’ll need to achieve a score of at least 75% to receive the assigned 0.5 CPD hours for this course.
If you would like more information please call 1300 ELSTON or contact us.
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