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SUMMARY:Giving with Purpose: Tax-Smart Ways to Donate
DESCRIPTION:Speaker: Rob Fezekas\, Director of Investment Policy\, Wealth Adviser \nGiving with Purpose: Tax-Smart Ways to Donate is a practical\, year-end webinar on how charitable and non-charitable gifts work—and how to make donations in a more tax-efficient way. The session breaks down key gifting limits and reporting rules\, explains when charitable contributions may (and may not) reduce taxes\, and highlights planning opportunities created by recent tax law changes. Viewers will learn strategies such as donating appreciated assets\, using donor-advised funds to “bunch” multiple years of giving\, and making qualified charitable distributions (QCDs) from an IRA to support causes while potentially reducing taxable income. Rob will also share real-world examples and common pitfalls to help attendees give confidently and intentionally. \nRegister for the Noon Webinar \nSubmit questions ahead of time:\nmarketing@elevate-wealth.com
URL:https://elevate-wealth.com/webinar/giving-with-purpose-tax-smart-ways-to-donate/
LOCATION:United States
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DTSTART;TZID=America/New_York:20261215T120000
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SUMMARY:2026 Financial Year in Review
DESCRIPTION:Speaker: Elevate Wealth Advisory Team \nGet a front-row seat to the story of 2026. Join Elevate Wealth Advisory and our partners at Focus Partners for our December “Year in Review” webinar\, where we’ll unpack what actually happened this year in the markets and the economy—and what it may mean for your financial plan going forward. Our Focus guests will walk through how markets have performed so far in 2026 and highlight the big themes that shaped the year. Then\, each Elevate adviser will pose a real-world question we’ve been hearing from clients\, so you can hear how professionals are thinking through the same concerns you may have. \nRegister for the Noon Webinar \nSubmit questions ahead of time:\nmarketing@elevate-wealth.com
URL:https://elevate-wealth.com/webinar/2026-financial-year-in-review/
LOCATION:United States
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