GIFT PLANNING VEHICLES

Experienced

In this session we meet "Sarah Monroe", a fictional wealth management client, who has expressed an interest in being charitable. As we walk through Sarah’s life, we will explore the many moments where planned charitable giving fits within her financial situation. This session will look at how different strategies will impact Sarah, her family, their charitable legacy and broader financial picture.

Jennifer Button, RBC Wealth Management; Brad Offman, Spire Philanthropy