Impacting Our Communities: Inspired stories of who and how we serve
Featured Presentation: Creative Philanthropy - Audra K. Higgins, Partner/COO, Simmons Capital Group
When: Tuesday October 23rd From 6pm to 7pm
Where: Captain CHS, 5 Municipal Plaza Suite 3, Clifton Park, NY 12065
RSVP by October 15th by Calling 518-399-4624 or email ava@captaincares.org or by clicking here.
This session will share ways to realize your philanthropic goals while simultaneously helping to reduce taxes, increase estate values, provide lifetime incomes, and protect beneficiaries.
We will uncover some of the ways to use forgotten resources, leverage appreciated assets, old insurance policies and utilize investment vehicle solutions with legal entities (like trusts), to efficiently achieve your charitable giving goals while not adversely impacting your plans for and in retirement.