home
Insights Practice management Structured giving and philanthropy – starting the conversation with your clients | WebinarStructured 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
Insights
15th
May
15 May 2023
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
28th
Nov
28 Nov 2022
It’s well-documented – Managed portfolios provide a range of benefits for both clients and advice practices. In addition to driving
It’s well-documented – Managed portfolios provide a range of benefits for both clients and advice practices. In addition to driving
Insights
4th
Jul
4 Jul 2022
“Time is precious.”“Time is money.”“Time is your most valuable resource.” These phrases often ring true for financial advisers and their
“Time is precious.”“Time is money.”“Time is your most valuable resource.” These phrases often ring true for financial advisers and their