About the Class
Are you ready to make a lasting impact with your wealth, support the causes you love, and build a legacy for generations to come?
Join Eric Brotman, CEO of BFG Financial Advisors, and Shari Fleming, Maryland attorney and charitable advisor, for an insightful conversation on "Charitable Giving, Estate Planning, Community Impact, and Building Lasting Legacies." In this engaging session, you'll discover effective strategies for charitable giving that go beyond tax benefits—focusing on legacy, family values, and long-term community support. Through real-life examples and practical advice, Eric and Shari explain tools like donor-advised funds, charitable trusts, qualified charitable distributions, and beneficiary designations. You'll also learn how to create a comprehensive plan that integrates philanthropy with your personal financial goals and family legacy, while ensuring your giving has the greatest possible impact.
Whether you’re an experienced donor, new to charitable giving, or planning for your family’s future, this session will equip you with actionable tactics, key considerations, and answers to pressing questions about supporting the causes you care about.
Whether you’re an experienced donor, new to charitable giving, or planning for your family’s future, this session will equip you with actionable tactics, key considerations, and answers to pressing questions about supporting the causes you care about.
Learning Objectives
By the end of this session, you'll will be able to:
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Understand the “Why” Behind Charitable Giving
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Identify and Compare Major Giving Vehicles
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Maximize Tax Efficiency in Your Giving
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Integrate Charitable Giving Into Estate and Financial Planning
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Plan and Communicate With Purpose
Instructors
Professor Eric D. Brotman, CFP®
Eric D. Brotman, CFP®, is the CEO of BFG Financial Advisors in Maryland. He started in the financial planning industry in 1994 and launched a start-up in 2003, which has grown to over 20 employees and $800,000,000 in assets under management. He’s the author of three books, including the award-winning "Don't Retire...Graduate!" and hosts a podcast by that same name.
Adjunct Professor Shari Fleming
Shari Fleming is a Maryland licensed attorney with a sincere desire to help individuals and families preserve and pass generational wealth while also supporting the causes they love. She is Principal of the Law Office of Shari Fleming, which is a law firm geared towards helping individuals and businesses build, protect, and preserve their wealth and legacy. The firm’s areas of legal practice include business formation and succession planning, real estate, estate planning, and estate administration (trusts and probate).