​Help your clients understand how to incorporate charitable giving, tax planning and legacy planning all at once.

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.

​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