Description
We’re pleased to invite you to a conversation with Bryan Fecteau, Advance Planning Consultant at Commonwealth Financial Network®, who will share insights on how charitable giving can influence your overall financial plan, along with thoughtful strategies for structuring annual contributions.
Guest Overview
Bryan Fecteau, JD
Advanced Planning Consultant
Commonwealth Financial Network®
In this role, as an Advanced Planning Consultant, Bryan is responsible for reviewing and summarizing estate plans and other legal documents to educate financial advisors, identifying potential issues across various wealth management projects, and analyzing client planning objectives to uncover opportunities aligned with their needs. Bryan also coaches advisors on managing client relationships and collaborating with attorneys, CPAs, and other professionals, with a focus on strategic, big-picture planning. Before joining Commonwealth, Bryan worked as an attorney at Delaney & Muncey and at Goodwin Procter LLP. He earned his bachelor’s degree in political science and economics from Lehigh University and his Juris Doctorate from Boston University. Learn more about:
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Trends in Charitable Giving
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Integrating Charitable Giving Into Your Financial Plan
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Charitable Deductions
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Charitable Giving Vehicles
There will also be time for Q&A!
RSVP by June 17, 2026
Attendees are welcome to invite 1 guest. Please provide your guest's name and email address when you RSVP!
Date and Time
Wed, Jun 24, 2026
6:30p - 7:30p EST