Today’s investors are looking for more from their financial advisor: more value, more services, and a more holistic approach. This is especially true for younger investors who work for purpose over paycheck, invest in alignment with their values, and make time for their passions. As you engage in your year-end meetings, your clients are looking for tax-smart solutions that also achieve personal satisfaction. Charitable planning can help you deliver.

This live webinar is approved for CFP, CIMA, and CPWA credit.

This session aims to help you: * Understand perspectives of different demographic segments on the services and approaches they want from their financial advisor. * Recognize how charitable giving may help clients achieve a sense of fulfillment. * Hear from an advisor about how they incorporate charitable giving for deeper relationships and a more holistic approach. * Support your clients in making important year-end decisions! Learn several approaches to giving smarter that can help you deliver greater value and expertise to your clients. * Learn how to ask your clients the right questions to uncover opportunities for more strategic charitable giving.

Tuesday, October 17

2:00pm – 3:00pm EDT

Register today

P.O. Box 145445 Cincinnati, OH 45250-5445 800-262-6039

For advisor use only. Not for public distribution. Fidelity Charitable is the brand name for the 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, Fidelity and GivingCentral 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. Any tax information provided is general and educational in nature, and should not be construed as legal or tax advice. Fidelity Charitable does not provide legal or tax advice. 1102898.1.0