Working Smart
By Lee Rossini
Philanthropy is often associated with great wealth and substantial donations, but it is about something more meaningful: using what we have to make a positive difference in the lives of others. For financial planning clients, philanthropy offers an opportunity to align personal values with financial resources, create a lasting legacy and contribute to a better society. When approached thoughtfully, giving can become an integral part of a well-structured financial plan.
Read more...CPD
Subscribers are reminded that they can complete monthly CPD quizzes and claim CPD hours before the 31 May deadline. View the CPD FAQs for more on accessing the CPD quizzes.