At the NoCo Foundation, our goal is to help professional advisors learn more about us, what we can do for their clients, and build more awareness around charitable giving. While our staff will happily meet with professional advisors and their clients to answer any questions, we also offer program meetings and continued education for professional advisors through our Advisor Advantage series. These meetings and education sessions cover a variety of topics that will benefit both professional advisors and their clients.
Be sure to check back regularly to see what we have coming up and sign up for any that may benefit you!
Upcoming Advisor Advantage Continuing Education Programs & Meetings
Essential Giving Strategies for Advisors – In 25 Minutes
Join us for a fast-paced, high-value webinar designed specifically for professional advisors. In just 25 minutes, you’ll gain practical insights into tax-wise charitable giving strategies your clients can use today to maximize their philanthropic impact. We’ll also highlight how the NoCo Foundation’s Philanthropic Advisor team partners with advisors to develop smart, personalized, and effective philanthropic plans that align with each client’s goals and financial priorities.
Tuesdays every other month, 8:30-8:55 a.m.
Click date to register.
