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
You must be logged in to use your Free CPE Token.
To continue, you need to log in to Peach New Media. If you have any questions about your account please contact us at 1-866-702-3278.
Email Address:
GSCPA Member Price:$39.00
Non-Member Price:$59.00