Most of your high-net-worth clients' wealth likely isn't liquid—it's tied up in complex, non-cash assets. Yet the majority of charitable giving still happens with cash. That gap isn't just inefficient, it's a missed opportunity where advisors might proactively reduce client tax exposure, unlock greater philanthropic impact, and lead with more strategic conversations ahead of important liquidity events. In this webinar, learn how to turn complex assets into a powerful planning tool that not only improves outcomes but helps position you as an indispensable partner in your clients' long-term and legacy planning.
This webinar is approved for 1 credit with CFP®, CIMA®, CPWA®, RMA®, and CIMC®.
Fidelity Charitable is the brand name for Fidelity Investments® Charitable Gift Fund, an independent public charity with a donor-advised fund program. Various Fidelity companies provide services to Fidelity Charitable. The Fidelity Charitable name and logo, and Fidelity are registered service marks of FMR LLC, used by Fidelity Charitable under license. Giving Account is a registered service mark of the Trustees of Fidelity Charitable. 1257625.1.0
