Financial Advisor CFP Credit Webinars

Do you want to help your clients maximize their charitable impact?

NCF West Michigan offers financial advisors, attorneys, and CPAs access to Inside Giving, a quarterly webinar series with exclusive access to training and insights from the charitable giving experts at NCF. As a bonus, you have the opportunity to receive CFP and CKA credit hours free of charge. The best part? Seeing your clients experience the joy of greater generosity through your new expertise.

Throughout 2021, NCF hosted four webinars on various topics to serve you:

  • Q1: Understanding giving vehicles and how they work together —February 3
  • Q2: Giving real estate – May 12
  • Q3: Private equity and hedge funds – August 4
  • Q4: Gifting business interests – October 6

These four webinars provided content for you to engage your clients in conversation about a Giving Strategy that includes non-cash giving vehicles. With tax-efficient giving opportunities, you can help your clients experience more joy and greater generosity as they reach their financial and charitable goals.

Save these 2022 Inside Giving webinar dates (all at 3:00 p.m. ET):

  • February 9
  • May 11
  • August 3
  • October 12

In 2022, we will release the topics and registration for these webinars – stay tuned!