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With so many of your charitably-inclined clients holding large sums of money in 401(k)s and IRAs, now is an important time for a brief refresher course on the benefits of deploying these accounts toward achieving clients’ philanthropic goals. Learn how you can help your clients...

Caragh D. Fahy, CFP®, owner and president of MadisonFinancial Planning Group was the 2024 and first recipient of our Partner in Philanthropy Award

Hear from Justin Miller, National Director of Wealth Planning at Evercore Wealth Management, on the importance of family philanthropy, and preparing future generations for success.