As a trusted advisor you have an incredible opportunity to leverage your influence and help those you serve have a bigger impact with their wealth. Talking with clients about generosity and helping them plan how they want to support the causes and organizations they are passionate about will transform their giving and bring more fulfillment to their lives. Learn what it looks like to discuss both the how and the why behind an intentional plan to be generous. 

Session Information
Session Date:
October 24, 2018
B - The Transformational Impact of Intentional Generosity: 2018 Personal Financial Planning Conference
Individual topic purchase: Selected
Georgia Society of CPAs
General: 1.00
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