EPISODE · Dec 9, 2020 · 21 MIN
Ep #14: Smarter Charitable Gifting Big & Small
from A/B Conversations: CFP® Your Way Out Of It – Real Advice on Building Wealth & Retirement Planning · host Benjamin Haas
If your considering your options on transferring wealth to the causes you care most about, listen to this episode on things to know or consider when doing meaningful gifting. Tracking # 1-05087080Thanks for listening!If you want to be notified when the next episode will be released, you can:Subscribe to the ShowFor more insights on everyday financial planning questions, go to www.haasfinancialgroup.comContact Us:Email us at [email protected] advice offered through Great Valley Advisor Group, a Registered Investment Advisor. Great Valley Advisor Group and Haas Financial Group are separate entities. This is not intended to be used as tax or legal advice. Please consult a tax or legal professional for specific information and advice.
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If your considering your options on transferring wealth to the causes you care most about, listen to this episode on things to know or consider when doing meaningful gifting. Tracking # 1-05087080 Thanks for listening! If you want to be notified when the next episode will be released, you can: Subscribe to the ShowFor more insights on everyday financial planning questions, go to www.haasfinancialgroup.com Contact Us: Email us at [email protected] Investment advice off...
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Ep #14: Smarter Charitable Gifting Big & Small
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