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Opportunities for meaningful engagement with clients during the COVID-19 pandemic
Manage episode 316742062 series 3233477
Engage with Clients to Help Maximize Their Philanthropic Impact is a free webinar sponored by Schwab Charitbal is the name used for the combined programs and services of Schwab Charitable Fund.
This valubale webinar will be credit to the CFP/IMCA Boards for live webcast. For more information on Schwab Charitable, please visit schwabcharitable.org.
76 episodes
Manage episode 316742062 series 3233477
Engage with Clients to Help Maximize Their Philanthropic Impact is a free webinar sponored by Schwab Charitbal is the name used for the combined programs and services of Schwab Charitable Fund.
This valubale webinar will be credit to the CFP/IMCA Boards for live webcast. For more information on Schwab Charitable, please visit schwabcharitable.org.
76 episodes
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