Light breakfast and coffee will be served.
Strategies for Maximizing Your Charitable Giving in 2022
As we all prepare for year end giving, here are some strategies to consider based on market performance, current tax benefits for giving, and retirement assets.
Patricia C. Nuovo, CFP®
Financial Advisor, Certified Financial Planner™
Investment Adviser Representative
Signature Private Wealth Management
Raymond James Financial Services, Inc.
Patty has a really remarkable story. She was the first female stockbroker at her firm in Philadelphia and she excelled in the financial world in the Northeast. Her seminars on the concepts of money and abundance were an integral part of her message about educating and empowering the individual regarding their personal finances.
Today, Patty is a CERTIFIED FINANCIAL PLANNER™, Financial Advisor and Investment Advisor Representative working at Signature Bank, Private Wealth Management for Raymond James in the Bentonville branch.