LIVE WEBINAR

Annex University: 8 Tips for Smarter Charitable Giving

Wednesday, June 26, 2024 · 2:00 p.m. ·  1 hour 0 minutes

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Many of us would like to leave a lasting legacy on our world, our community, and our family. Charitable giving is one truly impactful path to achieving those goals. If you seek strategies to both build your legacy and maximize the positive impact on your personal financial situation, register for “8 Tips for Smarter Charitable Giving” today! If you can't make it at that time, just register below and we will send a recording.  In this interactive workshop, Annex Wealth Management’s Deanne Phillips will review options you might consider, like Qualified Charitable Distributions, Donor Advised Funds, and Charitable Trusts – and discuss when those strategies might work best for you.
Presenters

Deanne Phillips, CFP®, CDFA®, ABFP℠

Alec Durand, JD

Webinar: Annex University: 8 Tips for Smarter Charitable Giving by Annex Wealth Management