Focus on Charitable Planning
Charitable Planning means different things to different people. Each client has unique goals, and the charitable planning they do depends on their individual circumstances. This month’s material is designed to help your clients understand and choose the right charitable planning strategy to suit their needs, lifestyle, and philanthropic objectives.
FR Spotlight with Andrew Roberson
This month, the FR Spotlight features Andrew Roberson, CFP®. Andy talks with us about how he helps his clients set their charitable planning strategies in motion.
BRC Webinars
November 11, 2020, 2:00pm ET – Join this special webinar, "Post-Election and Year-End Planning," hosted by Jim Magner, JD and Michael Geerearts, JD. Based on the election results, as we know them, Jim and Michael will cover all the important planning strategies going forward.
To watch replays of our recent BRC webinars, Charitable Planning, Planning for Non-Citizen Spouses, and many more, visit our webinar library.
What’s New
Read the latest Leimberg's "Think About It" newsletter, "Year-End Planning Ideas for Clients of Financial Professionals" here.
Listen to recent BRC Insider Review podcasts “Key Person Life Insurance Strategies in the Business Market” with Jeremy Suarez, and “Premium Financing Update” with Jim Magner, or learn how to subscribe at this link.
Want to learn more about Business Owner Life? Call or email the BRC to request your eligible client list.
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