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In a world where donors feel compelled to dictate how their money will be used, help your clients choose organizations that are well run and that specifically answer their deepest personal causes.
There's business in giving money away. Develop an understanding of philanthropy and tap into a wealth of opportunities to build book, credibility and good karma.
Nonprofit organizations everywhere lack leaders. By joining a local board, you can expand your network of contacts, gain referrals, and serve a worthy cause. But beware—a nonprofit's needs are unique.
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The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2026
Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2026
Liftoff! Financial Educator Marketing Coaching Program
Begins June 3, 2026