Philanthropic Planning | On-Demand Webcasts
Impactful Philanthropy Via Recoverable Grants
In this webcast, Phil Cubeta, CLU®, ChFC®, CAP®, Assistant Professor of Philanthropy and Creative Director at The American College of Financial Services, discusses how Donor Advised Funds and recoverable grants can fuel philanthropic planning endeavors. Special guests include Chris Blunt of F&G Life, Adam Rein of CapShift® and MissionPoint Partners, and Susan Laidlaw of Fidelity Charitable!
March 07, 2022
March 07, 2022
Philanthropic Planning | On-Demand Webcasts
The Kevin O' Connor Philanthropic Innovation Case Study
April 21, 2021
Representation | On-Demand Webcasts
Pride: Financial Planning Considerations for Your LGBTQIA+ Clients
July 13, 2023
Philanthropic Planning | On-Demand Webcasts
The Heart of What We Do: Settlement of Proceeds
August 17, 2020
Practice Management | On-Demand Webcasts
Why Now is the Right Time for RIAs to Specialize
November 22, 2022
Special Needs Planning | On-Demand Webcasts
Housing Concerns for Adults with Special Needs
August 20, 2020
Practice Management | On-Demand Webcasts
How to Build a Personal Brand and a Better Business as a Female Financial Professional
March 11, 2021
Practice Management | On-Demand Webcasts
Elevate Your Practice While Ensuring Compliance With New Fiduciary Guidance
April 02, 2024
Retirement Planning | On-Demand Webcasts
A Deep Dive Into Retirement Drawdown Strategies
January 22, 2021
Special Needs Planning | On-Demand Webcasts
Income Tax Planning for Families Caring for Children with Special Needs
June 25, 2020
Retirement Planning | On-Demand Webcasts
The Current State of Medicare and Retiree Healthcare Planning
April 27, 2023
Philanthropic Planning | On-Demand Webcasts
Virtual Knowledge & Network: The Riley Case Webcast
July 22, 2020
Ethics In Financial Services | On-Demand Webcasts
Behavioral Approaches to Managing Culture in Financial Services
September 26, 2022