Charitable Giving Webinar:
Three Elements of a Successful Plan
Thursday, November 13 | 1-2pm CT
Discover how to make the most of your generosity while supporting your financial goals. Learn about the key elements of an effective charitable giving strategy—understanding the process, navigating tax implications, and planning your timeline.
From cash and corporate stock to unique assets like real estate or collectibles, you’ll learn best practices to give with impact and confidence.
Presented By: Mara Kossof, CFP®, CDFA®, Financial Planning & Coaching Specialist, Vanguard Financial Advisor Services™
Hosted By: Nick Ziarek, CFP®, CFA, Partner & Financial Advisor, Shakespeare Wealth Management
Join us at our scheduled start time by clicking the Zoom link below:
https://us02web.zoom.us/j/89255171764?pwd=MaV9lq58FJIjpA3vETbQyZIGrziexR.1
Meeting ID: 892 5517 1764
Passcode: 996604