Charitable Gift Annuities # 415

Your Life Your Wealth

English - October 13, 2023 10:35 - 20 minutes - 27.7 MB - ★★★★★ - 27 ratings
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Previous Episode: Expenses That Could Jeopardize Your Retirement Plans #414

Next Episode: Why Cash Should be a Part of Your Investment Portfolio # 416

The giving season is fast approaching. Today, John Walker, Regional Vice President, Mercer Advisors is joined by Mercer Advisors’ Tim Joseph CERTIFIED FINANCIAL PLANNER™ professional and CPA, and Ryan Flurer, Wealth Manager, to discuss charitable gift annuities. Learn how to make a significant donation to your charity of choice while receiving beneficial tax treatment and more.

Listening Time: 20 minutes

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Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.

Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.