When charitable giving is a way of life, it doesn’t stop in retirement. There are countless ways to support worthy causes while also keeping your finances in good order. This panel webinar addresses giving from retirement funds, giving as part of your overall financial plan, and tax friendly ways to give. Kathy Saigeon, a philanthropy executive, and Ransom Adams, financial planner, present together in this panel. Individuals in or approaching retirement will come away inspired with new ways to do good.
Real estate can be either an investment or a career. If you’re a real estate professional, you know that tax planning can be confusing.