Simple and Tax-Smart Charitable Giving

Episode 5 of the Millstone River Live podcast, hosted by Millstone River Wealth Management, titled "Simple and Tax-Smart Charitable Giving" was published on September 19, 2023 and runs 18 minutes.

September 19, 2023 ·18m · Millstone River Live

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Summary

Matt & Adam discuss ideas about creating legacy. For more information please visit us at www.millstone-river.com. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Advisor. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network.

Episode Description

Matt & Adam discuss ideas about creating legacy.

For more information please visit us at www.millstone-river.com.

Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Advisor. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network.

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