Join Heather Zack, Team Lead of the Advanced Planning department at Commonwealth, to learn about charitable planning opportunities that you may want to consider as we head into the end of the year. This webinar will highlight some common charitable giving vehicles and strategic charitable planning opportunities that may be beneficial. We’ll also review the CARES Act, which was passed earlier this year and which contained very specific charitable giving provisions, due to the unprecedented need for giving that has resulted from the COVID-19 pandemic.

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This webinar was recorded on November 5th, 2020, featuring guest speaker Heather Zack, and hosted by Matt Glova.

Heather Zack, JD, LLM, CAP®, is an advanced planning consultant at Commonwealth Financial Network®, member FINRA/SIPC, the nation’s largest privately held Registered Investment Adviser–independent broker/dealer. With the firm since June 2011, she is a resource for affiliated advisors on issues involving estate, charitable, tax, and education planning. Heather has a JD from the University of San Diego, with a concentration in corporate and securities law, and a BS in business administration from Endicott College. She earned her LLM in taxation with a focus on estate planning from Boston University, and she is currently pursuing her master’s in financial planning at Bentley University. She also holds her FINRA Series 7, 9, 10, and 63 securities registrations.

About The LifeTime Learning Series

  • Topics that matter in short sessions
  • Free and open to the public
  • Offered twice/month, on the 1st and 3rd Thursdays

The team at LifeTime Asset Management is proud to launch a new series of virtual events, The LifeTime Learning Series, offering short webinars on the 1st and 3rd Thursday of each month. Each session will feature a different topic, one that’s relevant to you and your financial future. (And don’t worry – educational content only. No product pitches allowed!) The sessions will all be free and open to the public, as part of LTAM’s commitment to offering financial literacy resources to the community. Learn more about the series and other upcoming topics by visiting The LifeTime Learning Series.