Join us for an informative Lunch & Learn with COO & Wealth Advisor Scott Keegan as he explores smart charitable giving strategies for retirees.
Hear from representatives from local organizations who will share their missions and the meaningful work they are doing to support individuals and families right here in our community.
Whether you are currently taking RMDs or planning ahead, you’ll walk away with practical strategies and a deeper understanding of how your giving can create a lasting impact!
Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. |
