We are excited to share that our CEO, Marianela Collado, CPA/PFS, CFP®, CDS®, will serve as a panelist at the upcoming Planned Giving Council Broward Symposium on May 15th. The event is held from 8:00 a.m. to 11:00 a.m. ET at The Tower Club Fort Lauderdale, 100 SE 3rd Ave, Fort Lauderdale, FL 33394.
The Symposium is an event for professionals dedicated to philanthropy, estate planning, and charitable giving. Each year, it brings together forward-thinking professionals from across the region for a day filled with engaging conversations, networking opportunities, and practical strategies to strengthen their impact.
Marianela will be sharing her perspective on the integration of financial planning and charitable giving, an important intersection for individuals and families who want to align their values with their long-term financial goals. She’ll explore how a comprehensive financial plan can serve as a roadmap for giving, helping clients make thoughtful decisions that support both personal and philanthropic priorities. From tax-efficient giving strategies to legacy planning, her insights will shed light on how financial advisors and other professionals can guide clients in making meaningful contributions while staying aligned with their financial future.
This is a great opportunity for professionals in the field to gain insights, connect with peers, and explore new ideas to take their work to the next level.
To learn more and to RSVP, visit: https://bit.ly/4cz5LyJ
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