What You Don’t Know Will Hurt You - Tax-Savvy Information You Wish You Knew
So many acronyms; IRA, RMD, DAF, SECURE and CARES Act – what does it all mean and why should they matter to you? As a fundraiser, you can ask the right questions and listen for key indicators to assist your donors in identifying the best asset to gift to your organization.
Ryan Caldwell, CEO Wacker Wealth Partners, will explain the tax-advantages to each financial and retirement instrument so you can better assist your donors. You won’t want to miss this opportunity to gain a greater understanding of tax-savvy gifts and get the answers to all the financial questions you wish you knew.
About our Presenter:
Ryan Caldwell, CFP®, CEO Wacker Wealth Partners: Ryan has been a Wealth Advisor at Wacker Wealth Partners since 2007 and took on the CEO role in 2018. He has a particular passion for serving the community through providing financial literacy education, having served as a long-time instructor of the United Way’s Money Talks financial literacy course for high school seniors (so we should be able to understand him! ☺).