Charitable Giving Seminar

Create an intentional giving plan in advance of year-end. The Charitable Giving seminar, hosted by Heather Deaton, CFP®, CSRIC (TM), Wealth Advisor at Ellenbecker Investment Group, will guide you to: >Gain confidence in planned giving. >Understand tax strategies to maximize financial gifts to nonprofits. >Discover estate planning considerations. >Get clarity on beneficiary designations. Refreshments served. All are welcome! Guests are encouraged to bring their family and friends.