Structured giving and philanthropy – starting the conversation with your clients | Webinar
More Australians are looking to give with greater impact and are likely to turn to their trusted adviser for guidance. But are advisers equipped with the knowledge and tools to start the conversation?
In this webinar, our Senior Business Strategy Manager Greg Hansen, is joined by Susan Chenoweth, Head of Philanthropic Services at Elston, to talk about structured giving and the important role that advisers play.
Earn CPD points by taking the accreditation quiz in our Professional Development Centre
Related Insights
By Anne Hamieh* Insights: As the transfer of wealth accelerates, private wealth advisers who deliver advice to HNW clients, must
By Anne Hamieh* Insights: As the transfer of wealth accelerates, private wealth advisers who deliver advice to HNW clients, must
As the demand for responsible investing grows, many financial advisers are seeking ways to incorporate it into their practice and
As the demand for responsible investing grows, many financial advisers are seeking ways to incorporate it into their practice and
It’s well-documented that managed portfolios provide a range of benefits for both clients and advice practices. In addition to driving
It’s well-documented that managed portfolios provide a range of benefits for both clients and advice practices. In addition to driving