Working With Your Advisor for Tax Efficient Charitable Giving Webinar Replay - Carroll Financial
March 8, 2021

Working With Your Advisor for Tax Efficient Charitable Giving Webinar Replay

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.

Please feel free to share this video with anyone who may find it helpful. 

* Michelle Guissinger is not registered or affiliated with Cetera Advisor Networks.

Charitable Giving, Market Update, Tax Planning, Webinars
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