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.

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Looking Forward. Giving Back.

Elena Pullen-Venema

19 episodes

1 week ago

Your trusted resource for professional advisors with clients in Snohomish County. Providing charitable resources and tools to professional advisors and personalized options to their clients that help meet charitable, legacy, and financial goals while increasing diverse and equitable philanthropy in our community.

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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.

Looking Forward. Giving Back.

36 minutes 30 seconds

4 years ago

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.

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."!