November 14, 2017 Luncheon
Join us November 14, 2017 for Lunch and
"Charitable Planning Essentials"
- Smarter ways you can help your clients give, and different types of assets they can donate along with some tax basics.
- Strategic solutions you can show your clients to help them give more effectively and efficiently.
- Key resources you can offer up to help your clients select nonprofit organizations to help them make informed decisions.
With Glenn Garbutt from Fidelity Charitable
Thank you to our sponsor!