Charitable Giving Webinar

Smarter Giving: Tax-efficient Strategies for Charitable Donations

Presented by: Frank Napolitano
November 17, 2021

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In this presentation, our Senior Financial Advisor Frank Napolitano will review strategies for maximizing the tax-deductibility of charitable gifts. Frank will review recent changes to the tax code and show how several strategies, including the use of Donor Advised Funds and Qualified Charitable Distributions, can optimize charitable giving from a tax perspective.

Past Events

Can you rely on the value of your home

Can You Count on the Value of Your Home?

Presented by: Rick Miller
October 13, 2021

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Number 5 in this series. Wednesday, October 13, 2021 at 2pm ET In this webinar you will learn: Owning a home isn’t always a stable investment. Housing markets can be volatile and even risky. Sometimes, the stock market is a safer bet. Register now!

downsize or dreamsize

Should We Downsize or Dreamsize?

Presented by: Rick Miller
September 8, 2021

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The kids are grown. Should you move? Whether you're looking for a modest home or an oceanside villa, how do you make your dreams come true?

How much house can you afford

How Much House Can We Afford?

Presented by: Rick Miller
July 6, 2021

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The price of a home is not just the listing price. Regular and major maintenance can take a chunk out of your wallet. Interest on your mortgage, homeowners’ insurance, and property taxes factor in, too. Sometimes, waiting is the best strategy.

Buying a home versus renting

Buying vs Renting: How It Affects Your Bottom Line

Presented by: Rick Miller
June 16, 2021

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Buying vs renting is not an easy choice. Find out how market volatility, the cost of home maintenance, and timing can affect your decision.

earning less before retirement

Slowing Down Before Retirement: Can I Afford to Earn Less?

Presented by: Rick Miller
May 6, 2021

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As you approach retirement, you may be deciding between a shorter, higher paying career and a longer, lower paying career. What does it cost to change careers? Can you work longer, earn less, and be happier? How do you weigh those factors? In this webinar, Rick describes: How the age at which you retire will [Learn more...]

A Career in the Arts or Education: Can I Afford My Dream Job?

Presented by: Rick Miller
April 29, 2021

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What makes a job attractive to you? Have you considered the median salary, length of career, and chances you’ll make a go of it? In this webinar, you’ll learn: Why dream jobs are hard to get. How to plan for your dream job, and for your plan B.