Empowering Advisors to Guide Clients in Giving Back

February 20, 2026             
 8:30 a.m. - 11:00 a.m. (Breakfast provided) 
Barker Ballroom, The Inn at Patrick Square
115 Market Street
Clemson, SC 

Register for the February 20, 2026 Financial Advisors Seminar

This free,2 hour Continuing Education course is geared towards CFPs, CPAs, estate planning attorneys and wealth advisors.

Upon completion of this course, attendees will have 2 hours of CE credit approved by the CFP Board®

Course Description:

This course provides financial advisors with the knowledge to help clients achieve their philanthropic goals through strategic giving vehicles. Attendees will gain insights into how community foundations differ from commercial charitable platforms and private foundations, and how they can help facilitate complex gifts, manage legacy planning, and maximize tax benefits for clients. The presentation includes real-world case studies. Participants will leave with actionable knowledge to better serve clients who want to align their wealth with purpose.

For more information, email admin@cfgcsc.org.

Register for the February 20, 2026 Financial Advisors Seminar