As you enter or enjoy retirement, charitable giving can be a powerful way to support the causes you care about—while also reducing your tax burden and enhancing your financial plan.
Join us on Wednesday, September 17 at 1:00 p.m. for this educational session, as part of the Life in Focus Financial Education Series, and led by Senior Associate Advisor Shawn Twigg, CFP® and Associate Advisor Alex Chacho of John G. Ullman & Associates.
You’ll learn how to incorporate giving into your retirement and estate planning, while maximizing your financial impact and leaving a meaningful legacy.
Topics Will Include:
• Tax-efficient giving strategies: QCDs, Donor-Advised Funds, Charitable Trusts, and more
• How charitable giving can offset taxes and reduce RMDs
• Using philanthropy as part of your legacy and estate plan
• Real-life case studies and examples
• Ways to support the Clemens Center and other qualified organizations through planned giving
Who Should Attend:
• Retirees and pre-retirees considering or already making charitable contributions
• Anyone interested in aligning their financial goals with their philanthropic values
Have a Question You’d Like Addressed?
The session will conclude with an open Q&A. If you have specific questions you’d like Shawn and Alex to cover, you can email them to
aW5mbyB8IGpndWEgISBjb20= or call 607-936-3785. We’ll do our best to address them during the event.
We hope to see you there!
*We are not practicing attorneys or licensed insurance sales professionals. We review these areas as an objective third party with our client’s best interests at the forefront.
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This event is free, and we encourage our neighbors, friends, and loved ones to participate.
To facilitate the discussion, in-person workshop participation is limited to the first 30 people to register.
Secure your free ticket by registering: ClemensCenter.org/event/life-in-focus-strategies-for-meaningful-giving/
Dates/times/programs are subject to change.
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