January 30, 2019 - Women’s Group Meeting
Tell a Friend About This EventTell a Friend

When: Wednesday, January 30, 2019
8:30 AM - 10:00 AM
Where: Cranford, New Jersey 
United States

Online registration is closed.
« Go to Upcoming Event List  


Date: Wednesday, January 30, 2019

Topic: Understanding Charitable Planning

Time:  8:30 AM – 10:00 AM (A light breakfast will be available.)


Registration Fees (no onsite registration): FPANJ Members - FREE (Space is limited so we encourage early enrollment.)

Location: Cranford (Address & Directions located in your confirmation)
Accepted for 1.5 CFP® CEs by the CFP Board of Standards.
This meeting will also qualify for 1.5 Accounting CPE CE. 

Speaker: Stephanie Diamond - Managing Director of Schwab Charitable


Program Description: 

Maximizing the Impact of Charitable Contributions. During our discussion, Stephanie Diamond Managing Director of Schwab Charitable will explain how to help your clients start planning their philanthropic giving. She will share ideas on how to uncover their philanthropic motivations so they can narrow their focus and decide how to engage others. Additional she will discuss questions to ask clients to help determine the right charitable giving vehicle that supports their objectives. You will walk away with ideas on the head and the heart of charitable giving.
Learning Objective:

Our intended learning outcome for the program is to gain an understanding of the methods and vehicles available for charitable planning to consider for our clients. In addition, the intention is to understand the financial and tax impact of different strategies and what is best for clients given certain income, tax, and family situations.


Level of Complexity: Overview



Meet our Speaker: Stephanie Diamond partners with wealth managers and clients on the U.S. East Coast to explore and implement charitable planning strategies. She brings more than 18 years of financial services experience working directly with investment advisors, work that is supported by her background developing educational programs for family offices and advisor practices at Charles Schwab & Co., Inc. Before joining Schwab Charitable, she served as a Vice President at Goldman Sachs. Stephanie completed training with the philanthropic consultancy 21/64 in Developing a Philanthropic Identity as well as Foundations of Family Therapy at the Ackerman Institute for the Family. She is on the board of the Madison Square Boys & Girls Club. She holds a bachelor’s degree in economics from the University of Pennsylvania.

Membership Management Software Powered by YourMembership  ::  Legal