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12th September 2022 - Private Wealth, Philanthropy and NFP’s
This article was originally published on HUB24.com on September 5th, 2022
More Australians are looking to give with greater impact and are likely to turn to their trusted adviser for guidance. But are advisers equipped with the knowledge and tools to start the conversation?
In our webinar, HUB24’s Senior Manager of Business Strategy Greg Hansen, is joined by Susan Chenoweth, Head of Philanthropic Services at Elston, to talk about structured giving and the important role that advisers play.
Through a range of case studies, we’ll discuss navigating client discussions around philanthropy, trigger events, types of giving structures and tax management. Join us to find out how you can deepen client relationships, engage the next generation of family members, and enhance your service proposition though philanthropy.
You’ll need to achieve a score of at least 75% to receive the assigned 0.5 CPD hours for this course.
If you would like more information please call 1300 ELSTON or contact us.
This material has been prepared for general information purposes only and not as specific advice to any particular person. Any advice contained in this material is General Advice and does not take into account any person’s individual investment objectives, financial situation or needs. Before making an investment decision based on this advice you should consider whether it is appropriate to your particular circumstances, alternatively seek professional advice. Where the General Advice relates to the acquisition or possible acquisition of a financial product, you should obtain a Product Disclosure Statement (“PDS”) relating to the product and consider the PDS before making any decision about whether to acquire the product. You will find further details of the service we provide and any cost to you within the Financial Services Guide. Any references to past investment performance are not an indication of future investment returns. Prepared by EP Financial Service Pty Ltd ABN 52 130 772 495 AFSL 325 252 (“Elston”). Although every effort has been made to verify the accuracy of the information contained in this material, Elston, its officers, representatives, employees and agents disclaim all liability (except for any liability which by law cannot be excluded), for any error, inaccuracy in, or omission from the information contained in this material or any loss or damage suffered by any person directly or indirectly through relying on this information.
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