Smart Tips for Year-End Financial Planning & Charitable Giving
Neighborhood:
Pico Robertson
Category:
Financial Seminar
A year-end workshop to fine tune your financial and philanthropic priorities with Selwyn Gerber, Chief Strategist at RVW Wealth, LLC and Rabbi Aaron Lerner, President & CEO, Jewish Community Foundation of Los Angeles. RSVP at: BethJacob.org/JCF
You will learn:
-How changing tax laws may benefit your bottom line and help you give more tzedakah
-The benefits of smart financial planning and charitable strategies like using appreciated stock and tax-free distributions from an IRA for tzedakah
-Why a Donor Advised Fund is an ideal vehicle to support your synagogue and other nonprofits
-Actionable year-end tax saving strategies
RSVP at: BethJacob.org/JCF
