American Heart Association
The American Heart Association and FPA are here to help educate financial planners on charitable giving aspects, driving awareness around financial stress and well-being, and encouraging charitable giving clients to connect with FPA’s CFP® financial planners.
Visit them online now if you are interested in joining the AHA Professional Advisor Network
Avoid the Dire, Plan Prior, Before the Exemption Is Set to ExpireProduct not yet rated Contains 3 Component(s), Includes Credits Includes a Live Web Event on 10/20/2021 at 12:00 PM (MDT)
Help your clients understand how to incorporate charitable giving, tax planning and legacy planning all at once.
Philanthropic Solutions in Financial PlanningContains 6 Product(s)
The American Heart Association and the Financial Planning Association® (FPA®) have joined together to deliver a learning series: Philanthropic Solutions in Financial Planning, an FPA & AHA Certificate Program, to support financial planners and their work in advising clients on philanthropic giving.
Charity Begins at Home: Family Philanthropic Conversations with ClientsContains 4 Component(s), Includes Credits
Join us on June 9th for a panel discussion on Family Philanthropy. American Heart Association’s panel of experts will discuss why advisors should introduce family philanthropy to their clients, explore the design and implementation of philanthropic solutions and charitable tools to accomplish this goal as well as dynamic multigenerational meetings and conversations
Those who complete the certificate program will receive membership into the AHA Professional Advisor Network, a digital badge and a certificate. All CERTIFIED FINANCIAL PLANNER™ professionals completing the program can earn up to six CFP® CE credits. Additionally, eligible participants can join AHA's professional advisor referral program to connect with charitable donors.
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