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Planned Giving Event
September 6, 2022 @ 12:00 am
Join us for a special presentation for theDementia Together community
featuring Elisabeth Olson, CFP®, Financial Advisor and
Cris Carter, Estate Planning Attorney.
Are you looking for creative ways to support Dementia Together or another charitable organization? You are invited to this unique opportunity. We will cover:
Tax considerations of charitable gifts
Options for funding charitable gifts
The use of trusts in charitable giving
Charitable gifts and RMDs
Legacy giving
RSVP at [email protected]
