Financial Liverpool - Growing Stronger Communities Together: How financial planning and philanthropy can work hand in hand
At our Financial Liverpool event, we’ll hear from Paul Welsh of FPC and Rae Brooke, CEO of the Community Foundation for Lancashire and Merseyside (CFLM), about how strategic philanthropy can transform local communities and our client's lives.
Paul Welsh and Rae Brooke will explain how FPC have worked with CFLM to help clients establish their own charitable funds, demonstrating how advisers and clients can work together to achieve meaningful, tax-efficient giving, providing support for grassroots organisations across the region and funding projects that tackle issues such as mental health, education, and financial wellbeing.
This promises to be an inspiring session, celebrating the power of partnership and the role our profession can play in building stronger, fairer communities across our region.
Venue
- The Old Hall
- 6th Floor, Cotton Exchange
- Liverpool
- L3 9BS
To view our image and video capture consent statement, please click here.
CII Accredited
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.
1 hour's CPD can be claimed for this event if relevant to your learning and development needs.
It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.