Video Workshop: Planning and Strategies That Defer and Minimize Taxes


Video Workshop by Brian George.



Fire-Up Connect presents Planning and Strategies that defers and minimize taxes by Brian George. In 2021, Brian formed Charitable Planning Network, LLC, an inter-disciplinary network of financial professionals, to bring greater value to Financial Advisors and their clients, while delivering more gifts to clients’ favorite charities. Charitable giving motivated his work, but he also believed that clients could benefit through this collaboration. As the network grew, he formed Planning Network Partners, LLC in 2022 as a RIA in order to help other Financial Advisors further capitalize on the growing network of finance professionals.


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