Speaker: Danielle Howard, CFP®, CKA®, Wealth By Design, LLC Attendees 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.
Tuesday Sep 22, 2020
Tuesday, September 22, 2020 Hosted via Zoom FREE EVENTPower Hour - Virtual Edition | Wealth By Design
Topic: The New Now in Philanthropy - COVID Clarity, Secure and Cares Act Legislation Impact on Giving
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:
Register to receive zoom link: www.carbondale.com | 970.963.1890
Investment Advisor Representative, Cambridge Investment Research Advisors, a Registered Investment Advisor. Cambridge and Wealth By Design, LLC. are not affiliated
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Date and Time
11:30 AM - 12:30 PM MDT
11:30 AM - 12:30 PMLocation
Register to receive linkFees/Admission