Making a Difference: Philanthropy in Retirement

Whether you're a seasoned philanthropist or just starting your giving journey, this webinar will provide you with valuable insights and tools to help you make a meaningful impact. By giving generously, individuals can leave a lasting legacy and make a difference that extends far beyond their own lives.
Join financial advisors Jake Loescher and Joel Cundick as they discuss how philanthropy can foster a sense of community, strengthen relationships, and even offer tax benefits.
Key Takeaways:
• Learn how to assess your financial resources and priorities
• Understand the different types of giving vehicles
• Discover the tax implications of charitable giving
• Make a meaningful impact on your community
• Develop a personalized philanthropic plan
While all are welcome to attend our webinars, this event is designed for individuals who have saved at least $500,000 for retirement. Our presenters typically speak with that in mind.