The Inaugural Rethinking Personal Financial Management & Relevant Life Skills for Successful Career and Life has been organized for the Student Community of Sunyani Technical University. The Center for Financial Literacy Education Africa; the lead TFAF Ambassador in Africa successfully inaugurated a chapter of their University FA Association; a financial…
Financial Literacy Campaign Month: CFLE Africa engages over 400 market women and men in Sunyani modernghana.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from modernghana.com Daily Mail and Mail on Sunday newspapers.
Practice Growth
Key takeaway: Estate planners and planned giving officers are feeling very optimistic about their practices these days. Why? Because they’re so darn busy!
Seven out of 10 (71%) surveyed estate planners and planned giving officers expected their entities to grow in 2021. In fact, two in five estate planners and giving officers (40%) expect to grow
by double-digits in 2021 (that is, by 10% or more). To put that into perspective, less than three in 10 estate planners (29%) expected double-digit growth at this time a year ago.
Wakeup Call
Potential tax upheaval and likely lowering of the estate tax exemption is driving more clients to planners’ doors. Also, COVID-19 woke up a lot of people to the fragility of life. When we see 40-year-old friends and 30-year-old coworkers dying in the hospital, there’s a heightened sense of one’s own mortality. Everyone knows someone who died unexpectedly or was in crisis mode during the darkest days of the pandemic. It’s