Toronto-based Creative Planning Financial Group invited me to share Philanthropic strategies with their partners and associates last week.

I explained many powerful strategies we use to help clients leave a lasting legacy while supporting the charitable causes they care about, often by converting taxes to generous charitable gifts.

We covered CPP Philanthropy™, GiftMAXIMIZER™, PolicyPRESERVER™, Private Company Share Donation Strategy, Flow Through Shares, Donor Advised Funds, Leveraged Charitable Arrangements and more.

This session was very special as among the attendees were many professional colleagues who’ve known me for decades including Ken Stern, Andrew Prenick, Jack Pollak, Cheryl Siskind Solomon, Charles Berger, CHS, and Ed Hertzman who brought me into this profession 30 years ago!

If you are an estate planning professional, insurance advisor, accountant, lawyer or investment manager please be in touch to arrange a similar event for your organization.

There will never be a better, or more important time to learn how you can help your clients even more than you do currently.