Strategic Charitable Giving - Retire SMART

Details

Date:

May 20

Time:

06:30 pm - 07:30 pm

Click to Register: https://www.eventbrite.com/e/strategic-charitable-giving-tickets-1312877595229

Organizer

Retire SMART LLC

Website: https://www.eventbrite.com/o/retire-smart-llc-96526628473

Venue

13815 FNB Pkwy suite 400

13815 FNB Parkway #suite 400, Omaha, NE 68154

Omaha, NE, US, 68154

Maximize your impact! Learn strategic, tax-smart ways to give to charity while aligning with your financial goals.

In retirement, many individuals seek ways to give back while aligning their charitable efforts with their financial goals. Strategic charitable giving allows retirees to maximize the impact of their contributions while optimizing tax benefits and supporting causes they care about.

Join Financial Advisor Jacob Orand for an insightful workshop on how to develop a personalized charitable giving strategy that aligns with your financial and retirement plans.

Key Topics Covered:

How to develop your personal philanthropic plan
How even modest donations can be leveraged for greater benefits
Tax-advantaged giving strategies to maximize impact and savings
Better ways to give beyond writing a check—methods that benefit both you and the charity
How to choose the right causes and charities that align with your values

Whether you’re new to philanthropy or experienced in charitable giving, this workshop will provide valuable insights and strategies to enhance your approach and make the most of your contributions.

Contact Information

Disclosures

Our Affiliations

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Advisory services offered through SMART Wealth, an affiliate of Retire SMART. SMART Wealth, LLC is a federally registered investment adviser under the Investment Advisers Act of 1940 and an affiliate of Retire Smart. Registration as an investment adviser does not imply a certain level of skill or training. The communications of an adviser provide you with information about which you determine to hire or retain an adviser. Information about SMART Wealth, LLC can be found by visiting www.adviserinfo.sec.gov and searching by the adviser’s name. This is prepared for informational purposes only. It does not address specific investment objectives. All investments are subject to risk including the potential loss of principal. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

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