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SUMMARY:SPANO & MERCURE WEBINAR | 8 Tips for Smarter Charitable Giving | 6/13/24
DESCRIPTION:Many of us would like to leave a lasting legacy on our world\, our community\, and our family. Charitable giving is one truly impactful path to achieving those goals. If you seek strategies to both build your legacy and maximize the positive impact on your personal financial situation\, register for “8 Tips for Smarter Charitable Giving” today! If you can’t make it at that time\, just register below and we will send a recording. \nIn this interactive workshop\, Annex Wealth Management’s Dave Spano and WTMJ’s John Mercure will review options you might consider\, like Qualified Charitable Distributions\, Donor Advised Funds\, and Charitable Trusts – and discuss when those strategies might work best for you. Dave and John will lay the groundwork – you bring your questions. Plan on an informative and educational hour!
URL:https://events.annexwealth.com/event/spano-mercure-webinar-8-tips-for-smarter-charitable-giving-2/
LOCATION:WI
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2024/05/8-Tips-For-Smarter-Charitable-Giving_Mercure-Spano_Prospect.jpg
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DTSTART;TZID=America/Chicago:20240613T100000
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DTSTAMP:20260419T233835
CREATED:20240528T174651Z
LAST-MODIFIED:20240528T174651Z
UID:13649-1718272800-1718276400@events.annexwealth.com
SUMMARY:SPANO & MERCURE WEBINAR | 8 Tips for Smarter Charitable Giving | 6/13/24
DESCRIPTION:Many of us would like to leave a lasting legacy on our world\, our community\, and our family. Charitable giving is one truly impactful path to achieving those goals. If you seek strategies to both build your legacy and maximize the positive impact on your personal financial situation\, register for “8 Tips for Smarter Charitable Giving” today! If you can’t make it at that time\, just register below and we will send a recording. \nIn this interactive workshop\, Annex Wealth Management’s Dave Spano and WTMJ’s John Mercure will review options you might consider\, like Qualified Charitable Distributions\, Donor Advised Funds\, and Charitable Trusts – and discuss when those strategies might work best for you. Dave and John will lay the groundwork – you bring your questions. Plan on an informative and educational hour!
URL:https://events.annexwealth.com/event/spano-mercure-webinar-8-tips-for-smarter-charitable-giving/
LOCATION:WI
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2024/05/8-Tips-For-Smarter-Charitable-Giving_Mercure-Spano_Prospect.jpg
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DTSTART;TZID=America/Chicago:20240613T160000
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DTSTAMP:20260419T233835
CREATED:20240603T212730Z
LAST-MODIFIED:20240603T212730Z
UID:13664-1718294400-1718298000@events.annexwealth.com
SUMMARY:WEBINAR | Investment Intel: An In-Depth Brief on the Markets | 6/13/24
DESCRIPTION:Insights on how to manage the cash and fixed income portion of your portfolio. \nJoin us every month for Investment Intel\, an interactive presentation brief from Annex Wealth Management. Each Investment Intel Briefing will take a look at where we are and where we believe we’re headed\, including insights and trends that will help you make sense of the economy.
URL:https://events.annexwealth.com/event/webinar-investment-intel-an-in-depth-brief-on-the-markets-6-13-24/
LOCATION:WI
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2024/04/Image20240401130354.jpg
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BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20240613T160000
DTEND;TZID=America/Chicago:20240613T170000
DTSTAMP:20260419T233835
CREATED:20240603T212730Z
LAST-MODIFIED:20240603T212730Z
UID:1378682-1718294400-1718298000@events.annexwealth.com
SUMMARY:WEBINAR | Investment Intel: An In-Depth Brief on the Markets | 6/13/24
DESCRIPTION:Insights on how to manage the cash and fixed income portion of your portfolio. \nJoin us every month for Investment Intel\, an interactive presentation brief from Annex Wealth Management. Each Investment Intel Briefing will take a look at where we are and where we believe we’re headed\, including insights and trends that will help you make sense of the economy.
URL:https://events.annexwealth.com/event/webinar-investment-intel-an-in-depth-brief-on-the-markets-6-13-24-2/
LOCATION:WI
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2024/04/Image20240401130354.jpg
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