Understanding the Tools in Your Clients' Charitable Giving Toolbox

Today, there are a wide range of tax-advantaged strategies that allow charitably minded individuals to support their favorite causes while lowering their federal tax obligations. This presentation will cover many of the types of charitable gifts, widely available charitable planning strategies, and provide a brief overview of looming changes to charitable giving under the One Big Beautiful Bill Act (OBBBA).

Tues., Oct. 7, 8:30 a.m. - 10:00 a.m.Hilton Garden Inn, PerrysburgComplimentary Breakfast

Guest Speakers:Phil Bollin, CFP® CPWA®, MBABollin Wealth Management LLC

Richard Chamberlain, Estate Planning AttorneyLegacy Law Group

One CE credit will be available for OH Ins, CLE, CFP and CPE

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