Maximize Your Wealth Webinar

Balancing Charitable Giving with Financial Goals: Strategies for Philanthropic Impact and Tax-Efficiency 

Wednesday, November 15, 2023 | Noon PT

Please join us as we discuss how to define your charitable goals and how to balance those goals with your other wealth planning goals, including discussion of tax efficient donation options which can optimize your income  tax planning. Register today!

  • Pamela Cohen – Vice President, Philanthropy Services
  • Daniel Fan – Senior Managing Director, Head of Wealth Planning