Creative Giving Workshop
Join us on May 13th at 1pm for a free luncheon where you will have a chance to hear from seasoned financial planner, Clay Thornton. This will be a casual and interactive opportunity to get your questions answered and to learn more about the myriad of ways you can reduce your personal tax burden while helping the charities you love.
Simply RSVP , so we know how many folks to prepare for. This workshop will cover a variety of topics, including; gifts of personal property, real estate, life insurance, bequests, and of course QCDs or Qualified Charitable Distributions/IRA Charitable Rollover. Clay will share his expertise and help better understand how you can benefit from supporting the organizations you love the most.
RSVP HERE- https://signup.com/go/KNZJMmw





