How to Maximize Your Giving
Kevin Clasen Financial Advisor with the Crossroads Group, John Williams Financial Advisor with Raymond James Executive Financial Planning Group and Bob Lazard retired CPA will be hosting a brief session designed to acquaint individuals with provisions in the federal tax code that can be utilized with your planned charitable contributions and keep more money in your pocket. The session is designed with a 20-minute presentation of 3 primary tools that can be utilized without complex structuring or additional significant filing requirements. The session will be followed by a Q&A session to answer general questions.
Note: there will be no sales pitch or promotion of any specific entity products.
This class will be offered twice. Thursday, 10/17 7 - 8 PM in room 126.
Also, Sunday 10/20 9:30-10:30 AM in room 130.