Year-end Giving Strategies
November 19 @ 12:00 pm - 1:00 pm
Speaker: Rob Fezekas, Wealth Adviser
Making charitable donations and financial gifts feels wonderful, but how they are treated under the tax laws can be complicated. In this webinar, our wealth adviser Rob Fezekas will cover tax-efficient gifting strategies and how they can fit in with your overall financial plan.
Submit questions ahead of time: