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Lifetime Income, More for Heirs and Charity

Where

Hammond Iles Education Center
102 Halls Road
Old Lyme, CT 06371

Upcoming

11:00 a.m. Wednesday, Jan. 9, 2013

Cost

Buy

Categories

Events,  Conferences

Lifetime Income, More for Heirs and CharityLearn how today’s savvy investors use gifting strategies designed to increase the benefits of their gifts for their heirs, the charity and themselves.   As Wealth Advisors, we are increasingly asked about philanthropy as part of a holistic, values-oriented approach to financial management.  We offer this presentation to groups and civic organizations in our Old Lyme, CT education center, or at your location. Attendees are encouraged to bring a guest, their lawyer, advisor, tax planner or other financial professional to this educational presentation. Questions? Please call (800) 416-1655 or info@hammondiles.com. www.hammondiles.com102 Halls Road PO Box 745 Old Lyme, CT 06371860 258.2600 MAIN 860 434.6677 OLD LYME 800 416.1655 TOLL FREE 860 258.2607 FAX OFFICE HOURS: Mon.—Thu. 9-5, Fri. 8-4, Additional times by appointment. Visit EventBrite.com for pricing.
 
 
 

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