One of the best ways to enhance a client’s holistic financial plan and charitable giving strategy is to identify the best assets to give and the right time to donate them. In this video an expert panel answers questions about this often under-utilized approach to charitable giving.

Key Speakers

George Burnette, JD
Senior Complex Asset Advisor
Ryan Boland, JD, CFP
Vice President & Advanced Planning Group Head
Nathan Daley, JD
Vice President
Amy Grossman
Vice President