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INSIGHTS & RESOURCES

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July 14, 2021

Charitable Gifting Strategies for Changing Times Webinar

2021 Beacon Trust, "Charitable Gifting Strategies for Changing Times Webinar"

Webinar presented by:
Stefan Hermann - Managing Director
Melissa Raimundo, CFP®, Relationship Manager
Bhakti Shah, Esq., CPA - Tax Planning Manager
Mary Javonovich, Sr. Manager Business Development, Schwab Charitable

 

Click here to view the PDF version >>>