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Charitable Giving - Maximizing Your Gift

Presented By:

Date
Tuesday, October 22, 2019
Time
7:00 PM
Location
Oakmont Presbyterian Church
412 Pennsylvania Ave.
Oakmont, PA 15139

Join us for a special presentation on the topic of giving. The act of giving is both admirable and fulfilling, especially when it is directed towards a deserving entity. This talk will focus on the efficient methods to give from both a tax and financial planning perspective.

Workshop topics covered include:

  • Present and future giving strategies utilizing approved IRS guidelines
  • Maximizing the dollar amount and charitable deduction of your gift
  • Properly reporting your gifts

Speakers Adam P. Davidson, CFP® and Justin M. Yasko, CFP® will cover the above topics with a straightforward and intelligible discussion. A Q&A session will also be offered to ensure your specifc questions/concerns are being addressed.

Register to Attend

There is no charge to attend this seminar but space is limited. Please submit the form or call 888-405-0990 to reserve your space.

Hefren-Tillotson Inc. is a leading diversified financial services firm providing investment and retirement plan management and comprehensive, financial planning through MASTERPLAN® for individuals and businesses. The firm’s wealth management services are administered by Certified Financial Planner (CFP) professionals, Chartered Financial Analyst (CFA) Charter holders, attorneys, Chartered Life Underwriters, and CPA/PFS’s. Hefren-Tillotson offers corporate services including 401(k) retirement planning, executive financial counseling, fiduciary reviews and workplace financial planning seminars. Founded in 1948, the firm is headquartered in Pittsburgh and has offices located in Pittsburgh, Butler, Greensburg, North Hills, and South Hills. MEMBER SIPC.

Seminar Registration