Charitable Giving for the Savvy Donor

Description

Learn the Pros and Cons of: Charitable Leads Trusts, Charitable Remainder Trusts, Private Foundations, Donor Advised Funds, Bequests, Gifts, Charitable Annuities Figure out which works for you! Answer questions such as: How do I give without disinheriting my heirs? How can I use giving to help with taxes on appreciated stock? What kind of income can I expect from a charitable remainder trust? Dates: February 9 at 2 PM. February 18 at 10 AM. February 23 at 10 AM. March 4 at 2 PM. March 9 at 2 PM. March 16 at 10 AM. March 25 at 10 AM. March 30 at 2 PM Seminars will be held at Wells Fargo Advisors in downtown Vancouver Space is limited so please call today to reserve your seat Call: 360-693-1225 Ask for Teresa Erik Wecks is a Financial Advisor with Wells Fargo Advisors. He is active in the community through his church and is a member of the 2010 class of Leadership Clark County. He currently volunteers with the Boys and Girls Club of Southwest Washington. Wells Fargo Advisors is not a legal or tax advisor. However, I will be glad to work with you, your tax accountant, tax advisor and or lawyer to help you meet your financial goals. Wells Fargo Advisors, LLC, Member SIPC, is a registered broker-dealer and a separate non-bank affiliate of Wells Fargo and Company Investments and insurance products: NOT FDIC Insured NO Bank Guarantee MAY Lose Value