During this recording of our July 14, 2022 webinar, Daniel H. Yoo, CFP®, CEPA®, Wealth Advisor with PBMares Wealth Management, joins James Carpenter, CAP, ChFC, CLU, Vice President and Charitable Planning Consultant of Fidelity Charitable, for a presentation on charitable giving and tax minimization strategies.
Instead of giving using your checkbook, consider funding your philanthropy with a more strategic giving vehicle. This session will help you discover the charitable landscape and how donors give today, learn how to best utilize complex assets and investments for giving purposes, and understand how you can maximize impact while minimizing the tax burden. It’s a smarter way to give!
Be sure to consult with your financial advisor on this topic as individual situations may vary. The information contained in this webinar and any related materials is not intended to constitute legal, financial, or other professional services advice. The content is provided on an “as is” basis and PBMares makes no representations or warranties about the accuracy or sustainability of any information for your purposes. For any specific questions you may have, please reach out to the presenters or contact us.
About the author:
Daniel H. Yoo, CFP®, CEPA®, CM&AA®
Senior Wealth Advisor
As a Senior Wealth Advisor and Certified Financial Planner™, Daniel Yoo simplifies the financial lives of entrepreneurs, executives, and their families. He is also a Certified Exit Planning Advisor® to help business owners understand and optimize the value of an exit strategy.
