As a professional advisor, you are often the first and most important source of information for people interested in creating a substantial charitable legacy. With The Foundation as your partner in philanthropy, you'll be well equipped to address your clients' complex charitable planning needs, empowering them to support their favorite causes while also securing valuable benefits for their families.
See video recaps of previous Professional Advisor Speaker Series events.
Some additional tools and resources for professional advisors are below.
Call 323.761.8704 to learn more.
Our Development Team (L-R) Dan Rothblatt, Baruch Littman, and Elliot Kristal. Photo credit: Max Gerber photography