InFocus Financial Advisors, Inc hosts Charitable Giving Workshop on May 2nd!
InFocus Financial Advisors, Inc. is proud to partner with the Delaware Money School to host a program on Charitable Giving.
The workshop will be taught at the Lewes Public Library in Lewes, DE. The topics covered during this workshop will include:
- The most up-to-date and efficient strategies for making the most of your charitable inclinations.
- Local giving opportunities and community resources.
- How to navigate current and future tax laws to make the most of your charitable contributions.
- How any amount to charitable organizations can make a big difference in your local community.
Sponsored by the Delaware Money School. The workshop will be instructed by FINANCIAL PLANNER™ Robert Jeter, CFP®, CRPC®, and Mike DiPaolo of the Delaware Community Foundation. Robert regularly speaks to public and private audiences around the Eastern shore of Maryland and Delaware on various finance topics. His goal is to help people become aware of the challenges of investing in retirement and teach them suitable ways to overcome them.
Charitable Giving Workshop - Lewes Public Library – Friday, May 2, 2024 - 10:00 am - 11:00 am
Space is limited! Registration to attend the workshop is done online at:
https://retireinfocus.com/workshop/
Robert Jeter, CFP®, CRPC®, is a Financial Advisor offering Securities and Advisory services through Cetera Advisors, LLC member FINRA, SIPC, a broker/dealer and a Registered Investment Advisor. Cetera is under separate ownership from any other named entity.
For more information on this workshop contact:
Jessica Grangier, Client Experience Associate
jessicag@retireinfocus.com
InFocus Financial Advisors, Inc.
31454 Winterplace Parkway
Salisbury, MD 21804
410-677-4848
