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May 2018

Helping Clients Successfully Integrate Charitable Giving into Succession Planning (VTC – Live Stream)

May 16 @ 10:00 am - 12:10 pm
Office of Jesse G. Dogillo, CFP®, 777 North First Street, Suite 615
San Jose, 95112
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Program Overview Studies show that over 70 percent of charitable giving is done by individuals during their lifetime; including transfers at death raises that number to 80 percent.  Now consider that business owners give at higher levels in comparison to their counterparts.  With 31 percent of high-net-worth clients reporting that they would switch advisors if the new advisor would discuss philanthropy, the implications for advisors are clear; Advisors who can offer knowledgeable guidance will distinguish themselves from the others and…

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