For Advisors

Solving Your Client’s Retirement Asset Concerns with Charitable Giving

Mar 28, 2025

In the next 5 years, an estimated $5T is expected to transfer to heirs, including significant retirement assets. This webinar will provide you with options within the SECURE Act 1.0 and 2.0 for your charitably-inclined clients who are grappling with managing retirement assets in their lifetime and beyond.