Do you have a favorite charity? Or maybe several? Would you like to learn how to give to those charities in the most tax-efficient way possible?
This workshop will be presented by Jon Kroening, Certified Financial Planner and owner of Synergy Retirement Planning Strategies, and The Community Foundation of Dunn County. We will walk you through the steps on how to give to your favorite charities, along with helping you not leave Uncle Sam a tip.
Smarter Giving: Charitable Planning D...
Date and Time
Tuesday Oct 1, 2024
10:30 AM - 11:30 AM CDT
Location
Synergy Retirement Planning Strategies
393 Red Cedar Street Suite #4
Menomonie , WI 54751
