Better charitable strategies. Smarter use of technology. Stronger advice for your clients.

Join Alan Gassman on November 5 for a practical exploration of innovative charitable planning, tax-efficient giving strategies, and the emerging role of artificial intelligence in philanthropy.

This course explores innovative charitable planning strategies and the growing role of artificial intelligence in philanthropy.

Participants will examine modern giving tools, tax-efficient strategies, and how AI can enhance donor engagement, giving strategies, nonprofit operations, and impact measurement while addressing ethical and responsible use.

Whether you're an estate planning attorney, CPA, financial advisor, wealth manager, or charitable giving professional, gain insights to strengthen client conversations, collaborate across disciplines, and help clients align their financial, estate, and philanthropic goals while creating a meaningful legacy.

Continuing Education

1.0 hr CLE (1.0 General, 1.0 Certification in Wills, Trusts, and Estates, 1.0 Certification in Tax Law
1.0 hr CPE*/1.0 hr CFP**/1.25 hrs CTFA
*Courses on Taxation qualify for technical CPE credit for Florida CPAs.
**Credits pending approval

Written proof of attendance will be supplied.

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