Which tax-efficient giving strategy is right for me?

Watch Carson Group’s Senior Wealth Planners Ryan Yamada and Tom Fridrich's informational webinar that can help you discover which giving strategy you should pursue for tax efficiency.

Watch our on-demand webinar “Which Tax-Efficient Giving Strategy Is Right for Me?” to gain valuable insights about tax-efficient giving strategies including, but not limited to:

  • Donor-advised funds
  • Charitable remainder trust
  • Charitable gift annuity
  • Outright gifts
  • Charities as beneficiaries
  • …and more!

Fill out the form to watch the on-demand webinar today.

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.

Tom Fridrich is not affiliated with Cetera Advisor Networks LLC. Ryan Yamada is not registered with Cetera Advisor Networks, LLC.

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