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Charitable Giving Workshop - InFocus Financial Advisors

Charitable Giving Workshop

Thurs, Nov 7, 2024 | 10:00 AM-11:00 AM

Charitable Giving Workshop

Lewes Public Library | 111 Adams Ave, Lewes, DE 19958

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Event Details

Thurs, Nov 7, 2024 | 10:00 AM-11:00 AM
Lewes Public Library
111 Adams Ave, Lewes, DE 19958
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Charitable Giving Workshop

InFocus Financial Advisors, Inc. is proud to partner to host a program on Charitable Giving. Workshop Topics Include:
  • The most up-to-date and efficient strategies for making the most of your charitable inclinations.
  • Local giving opportunities and community resources.
  • How to navigate current and future tax laws to make the most of your charitable contributions.
  • How any amount to charitable organizations can make a big difference in your local community.
Sponsored by the Delaware Money School. The workshop will be instructed by Financial Planner Robert Jeter, CFP®, CRPC®, and Mike DiPaolo of the Delaware Community Foundation. Robert regularly speaks to public and private audiences around the Eastern shore of Maryland and Delaware on various finance topics. His goal is to help people become aware of the challenges of investing in retirement and teach them suitable ways to overcome them. Secure your spot today to ensure you don’t miss out on the guidance and tools that could make all the difference in your retirement. By attending, you’ll be taking a proactive step toward a secure and fulfilling retirement. Register now to invest in your future and gain peace of mind. Walk-ins are welcome as space allows, but early registration is recommended to guarantee your place.
Trust InFocus for Your Financial Needs. Since 1993.

We will cover:

  • ✓ Optimal Strategies for Charitable Giving.
  • ✓ Navigating Tax Laws for Maximum Charitable Contributions.
  • ✓ The Impact of Any Donation on Your Local Community.

Thank You for Joining Our Educational Community!

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About InFocus Financial Advisors, Inc.

Our highly educated and experienced team is a nice blend of size and sophistication in a world of "low-value single advisor offices" or "over-staffed high-fee offices." Our team has advanced and personalized investment and planning capabilities, while keeping the costs to clients lower than the industry average.