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Results > estate-planning: (7)

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Guide
Unlock New Growth Opportunities: Integrate Philanthropy into Your Financial Planning Practice
Friday, October 16, 2026 Foundation Source

Unlock New Growth Opportunities: Integrate Philanthropy into Your Financial Planning Practice

 Discover How Charitable Planning Can Elevate Client Engagement, Strengthen Family Legacies, and Expand Your Advisory Impact
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Summary
Unlock the Power of Philanthropic Conversations with High-Net-Worth Clients
Friday, October 16, 2026 Foundation Source

Unlock the Power of Philanthropic Conversations with High-Net-Worth Clients

 Discover insights from the 2026 TPI Study to deepen client relationships, enhance your advisory role, and expand your business
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Guide
Donor-Advised Funds vs. Private Foundations: Which Is Right for Your Clients?
Friday, October 16, 2026 Foundation Source

Donor-Advised Funds vs. Private Foundations: Which Is Right for Your Clients?

 Download Foundation Source’s complimentary checklist featuring 13 critical questions to help financial planners evaluate charitable giving strategies and guide more informed client conversations.
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Video
FPA LIVE: Great Wealth Transfer Isn’t Your Biggest Opportunity
Wednesday, August 12, 2026 FPA Live

FPA LIVE: Great Wealth Transfer Isn’t Your Biggest Opportunity

 Tune in to this fun series of conversations with interesting people who are doing interesting things in and out of financial planning. Each interview is held live over FPA's social media channels and provided here to allow you to tune in whenever you want.
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Video
FPA LIVE: Financial Advice in the Age of Longevity
Wednesday, April 1, 2026 FPA Live

FPA LIVE: Financial Advice in the Age of Longevity

 Tune in to this fun series of conversations with interesting people who are doing interesting things in and out of financial planning. Each interview is held live over FPA's social media channels and provided here to allow you to tune in whenever you want.
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Video
FPA LIVE: What Planners Should Know About Charitable Giving in 2026
Wednesday, December 10, 2025 FPA Live

FPA LIVE: What Planners Should Know About Charitable Giving in 2026

 Tune in to this fun series of conversations with interesting people who are doing interesting things in and out of financial planning. Each interview is held live over FPA's social media channels and provided here to allow you to tune in whenever you want.
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Video
FPA LIVE: Beth Pinsker on the Financial Toll of Caregiving
Wednesday, November 12, 2025 FPA Live

FPA LIVE: Beth Pinsker on the Financial Toll of Caregiving

 Tune in to this fun series of conversations with interesting people who are doing interesting things in and out of financial planning. Each interview is held live over FPA's social media channels and provided here to allow you to tune in whenever you want.
Read More