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AICPA 2021 Personal Financial Planning Summit

PFPS2102 - Philanthropy

Jan 25, 2021 1:50pm ‐ Jan 25, 2021 2:40pm


The world and your clients need you right now. The global pandemic has shown a light on how we need to pull together to make the world better and lift up others. Let me share how to lead clients to think more deeply about giving, how to summarize their intentions and understand the vehicles they might use to impact the lives of others and, in doing so, change their own life.


  • Sue Stevens, CPA/PFS, CFP, CFA, CAP, Wealth Advisor, Buckingham Strategic Wealth

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