Playing the long game: Encouraging your clients to plan ahead in 2025 – Professional Advisor Newsletter January 2 of 3
Your clients (and you!) may still be recovering from a hectic end to 2024, but don’t let that stop you from helping families get a jump on their charitable planning for 2025. As compelling as year-end giving may be, perhaps even more compelling are the reasons for planning and launching a charitable giving strategy early […]