Event Registration
AEGIS Financial Lunch and Learn Series: Charitable Giving Strategies
Date & Time
Oct 12, 2023
11:30am - 12:30pm
Location
Oshkosh Chamber
120 Jackson Street
Oshkosh, WI 54901
Information & Pricing
AEGIS Financial Lunch & Learn Series: Charitable Giving Strategies
Thursday, October 12
11:30 a.m. - 12:30 p.m.
Oshkosh Chamber of Commerce
120 Jackson Street, Oshkosh 54901
Free event & lunch is provided by AEGIS.
30-45 minute presentation by two AEGIS team members, followed by Q&A session.
As financial planners, one of our favorite actions is to help charitably inclined individuals gift dollars in the most tax-efficient manner possible. Please join us as we discuss Qualfied Charitable Distributions, Donor Advised Funds, Charitable Trusts, and more.
Want to schedule your own FREE lunch and learn at your office? Contact Alyssa at (920) 233-4650.
Advisory products and services offered by AEGIS Financial, a registered investment advisor.
Registration for this event is closed.
Member Price: $0.00