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BEGIN:VEVENT
DTSTART:20200922T173000Z
DTEND:20200922T183000Z
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SUMMARY:Power Hour - Virtual Edition | Wealth By Design
DESCRIPTION:Speaker: Danielle Howard\, CFP \, CKA \, Wealth By Design\, LLC\n\n\n\nTopic: The New Now in Philanthropy - COVID Clarity\, Secure and Cares Act Legislation Impact on Giving\n\n\n\nNow is time to experience true wealth as found in the joy of giving. We would like to invite you to explore how philanthropy is changing in our current COVID season and support you in your charitable endeavors. Danielle Howard will present a 30-minute overview of the following:\n\n\n	Personal mindsets around philanthropy \n	Itemized tax deduction changes for 2020\n	Universal tax deduction for 2020\n	Qualified Charitable Distribution\n	Stretch IRA alternative\n	Lump and clump strategy to optimize giving tax efficiencies\n\n\nAttendees will learn of our need to change mindsets and modalities around charitable intentions in the COVID season\, gain perspective on "scarcity" or "sufficiency" mindsets\, and take away tools and techniques to optimize giving with recent legislation and clarification of personal intentions. The presentation will be followed by a brief Q&A session.\n\n\n\nRegister to receive zoom link: www.carbondale.com | 970.963.1890\n\n\n\n\n\nInvestment Advisor Representative\, Cambridge Investment Research Advisors\, a Registered Investment Advisor.  Cambridge and Wealth By Design\, LLC. are not affiliated
X-ALT-DESC;FMTTYPE=text/html:<p class="_04xlpA direction-ltr align-start para-style-subtitle" color:="" font-size:="" style="line-height: 1.2\; font-family: " yacgeybsv-e=""><span style="color:#696969\;"><span class="JsGRdQ" style="font-weight: 700\;">Speaker:</span><span class="JsGRdQ"> Danielle Howard\, CFP&reg\;\, CKA&reg\;\, Wealth By Design\, LLC<br />\n<br />\n<strong>Topic</strong>:&nbsp\;</span><span class="JsGRdQ">The New Now in Philanthropy</span><span class="JsGRdQ"> - COVID Clarity\, Secure and Cares Act Legislation Impact on Giving</span><br />\n<br />\n<span class="JsGRdQ">Now is time to experience true wealth as found in the joy of giving. We would like to invite you to explore how philanthropy is changing in our current COVID season and support you in your charitable endeavors. Danielle Howard will present a 30-minute overview of the following:</span></span></p>\n\n<ul>\n	<li><span style="color:#696969\;"><span class="JsGRdQ">Personal mindsets around philanthropy</span><span class="JsGRdQ white-space-prewrap"> </span></span></li>\n	<li><span style="color:#696969\;"><span class="JsGRdQ">Itemized tax deduction changes for 2020</span></span></li>\n	<li><span style="color:#696969\;"><span class="JsGRdQ">Universal tax deduction for 2020</span></span></li>\n	<li><span style="color:#696969\;"><span class="JsGRdQ">Qualified Charitable Distribution</span></span></li>\n	<li><span style="color:#696969\;"><span class="JsGRdQ">Stretch IRA alternative</span></span></li>\n	<li><span style="color:#696969\;"><span class="JsGRdQ">Lump and clump strategy to optimize giving tax efficiencies</span></span></li>\n</ul>\n\n<p class="_04xlpA direction-ltr align-start para-style-subtitle" color:="" font-size:="" style="line-height: 1.2\; font-family: " yacgeybsv-e=""><span style="color:#696969\;"><span class="JsGRdQ">Attendees will learn of our need to change mindsets and modalities around charitable intentions in the COVID season\, gain perspective on &quot\;scarcity&quot\;&nbsp\;or &quot\;sufficiency&quot\; mindsets\, and take away tools and techniques to optimize giving with recent legislation and clarification of personal intentions. The presentation will be followed by a brief Q&amp\;A session.</span><br />\n<br />\n<span class="JsGRdQ" style="font-weight: 700\;">Register to receive zoom link: www.carbondale.com | 970.963.1890</span><br />\n<br />\n<br />\n<span style="font-size:11px\;"><em>Investment Advisor Representative\, Cambridge Investment Research Advisors\, a Registered Investment Advisor.&nbsp\; Cambridge and Wealth By Design\, LLC. are not affiliated</em></span></span><br />\n&nbsp\;</p>\n
LOCATION:Hosted via Zoom Register to receive link
UID:e.419.9966
SEQUENCE:3
DTSTAMP:20260618T064105Z
URL:https://chamber.carbondale.com/events/details/power-hour-virtual-edition-wealth-by-design-9966
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