Charitable Giving Strategies

September 12, 2024

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  • Kirk and Michael have prepared a special edition of The Rundown focused on charitable giving strategies. See how you can make an impact on your community and your tax bill at the same time, with strategies you've been preparing for in your plan.

Every C2 client journey starts with education.

We believe education should come before advice. That’s why we invite anyone interested in retirement planning to attend a comprehensive class hosted by the Retirement Education Foundation.