If you were unable to attend our live webinar on Friday, you can access the replay above. Michelle Guissinger, CFP® reviewed the pros and cons of Donor Advised Funds, explained how your IRA can be used for charitable giving, and answered questions regarding tax efficient charitable giving. Kris Carroll, CFA®, CFP® provided a market update since our last webinar, discussed interest rates, the performance of small cap stocks, and gave reminders about long-term investing.
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* Michelle Guissinger is not registered or affiliated with Cetera Advisor Networks.Charitable Giving, Market Update, Tax Planning, Webinars