Beyond tax and wealth transfer considerations, legacy planning is often a deeply personal conversation shaped by clients’ values, relationships, and desired impact. Clients want to explore how their wealth can reflect what matters most to them—whether that means passing along values to future generations, supporting meaningful causes, or both. Charitable planning can help advisors and estate planning professionals address these goals while enhancing the tax efficiency of an estate plan.
Join Fidelity Charitable for this CE webinar to explore practical strategies for incorporating charitable planning into estate planning conversations. Learn how charitable vehicles can address key tax, estate, and wealth transfer considerations, hear real-world case studies, and discover ways to help clients align their wealth, values, and legacy goals.
This webinar qualifies for 1 credit hour with CFP®, CIMA®, CPWA®, RMA®, CIMC®, AEP®, CEP®, and MCEP®.
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. 1271234.1.0
