Discover how to seamlessly combine charitable giving with retirement income strategies in our upcoming webinar Bridging Charitable Planning with Retirement Income on Tuesday December 10, 2024, from 12:00 to 1:00 pm Eastern. This session is a must-attend for financial professionals looking to provide their clients with innovative, efficient, and impactful planning solutions.

With the passage of the SECURE 2.0 Act, new opportunities have emerged that allow clients to enhance their retirement success while supporting the causes they care about. This webinar will explore how charitable giving can serve as a powerful tool to lower taxation, save money, and optimize retirement outcomes. Additionally, you’ll learn how current economic conditions create ideal circumstances for generational planning and business growth.

This webinar will cover:

• Using philanthropic tendencies to improve retirement outcomes
• Strategies for efficient charitable giving
• Creating income streams while fulfilling philanthropic goals

Learn how to guide your clients toward maximizing their charitable impact while addressing their retirement needs. Gain actionable insights to enhance your planning strategies and differentiate your practice.

Register today to uncover the tools and techniques that will help your clients achieve their financial and philanthropic goals while strengthening your business.