Retire United Charitable Gifting Strategies
Tuesday, Nov. 14 from 10-11am
United Way of Marathon County - 705 S 24th Av., Suite 400B, Wausau
Presentation by: Ryan Jones - Financial Advisor, Voyage Financial Advisors
Click HERE to reserve your spot!
This event is hosted by United Way Retire United and is FREE to attend, however, advance registration is required. No products will be sold at the event. Registration deadline is Friday, November 10.
Are there people and causes you want to help financially?
Join us to:
- Learn how you can provide for your loved ones, your favorite charity and your community's future, according to your own legacy plan.
- Explore spontaneous, intentional and planned giving.
- Learn multiple methods and strategies which could be used to achieve your goals and make a lasting impact.
- Consider ways to take advantage of potential tax benefits.
- See examples of people who have established legacy gift strategies.
About the presenter:
Ryan Jones is a Financial Advisor with Voyage Financial Advisors here in central Wisconsin. He has 19 years of industry experience and is passionate about helping individuals and families unleash their generosity through charitable planning.
Website by: OneEach Technologies
Sitemap | Login