Thursday, March 20, 2025 | 11:00am - 12:30pm
Ryan Green, Financial Advisor, Edward Jones
Thursday, March 20 at 11:00 am
Whether you have a passion to help a specific charity, or you're beginning to think about leaving a legacy – please join us for the Charitable Gifting and Your Financial Strategy presentation. In this presentation, Ryan will cover:
- Gifting and how it can impact your tax situation.
- Strategic gifting to benefit charities and your estate.
- Advanced gifting strategies and how they can be implemented.
A light snack will be provided.
Location:
Birmingham Next