Looking Forward. Giving Back.
Looking Forward. Giving Back.
Elena Pullen-Venema
Episode 5: Bass Guitars, Charitable Remainder Trusts, and Becoming Your Client's Trusted Advisor. A Conversation with Brian George, Managing Director at the Charitable Advisors Network.
36 minutes Posted Sep 23, 2021 at 7:45 pm.
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What is a Charitable Remainder Trust? How can a client use life insurance to fulfill their charitable, financial, and estate planning goals? Can a bass guitar player also play the steel drums? Join me and financial planner Brian George of the Charitable Advisors Network, as we answer these questions and share tips on how to  become your client's "Trusted Advisor". Brian and I will chat about how and why he discusses charitable giving options with his clients. He'll tell us a few stories and share examples of how and why he helps clients incorporate charitable goals in their financial, tax and estate planning. We'll also go into detail about specific gifts that support local charities AND provide income for donors and their heirs. Join us for this latest episode of "Looking Forward. Giving Back."!