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Guest Speaker - Renee Provencher

Sunday, December 8, 2024 • 7 Kislev 5785

11:00 AM - 12:00 PM
Maximizing Your Tax Benefits for Charitable Giving
Renee Provencher, Senior Vice President, Morgan Stanley
 
Charitable giving is part of our culture, but you may not be aware of the tax advantages of methods you can use to optimize your donations to Mishkon. 
 
Grab a bagel and join Renee Provencher, CFP®, CIMA®, QPFC, Senior Vice President and Mishkon's financial advisor at Morgan Stanley, as she discusses several ways to make sure your generosity has even more of a positive impact — for you and for Mishkon — including using your donor-advised fund, Required Minimum Distributions, and employer-matching options.
 
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Fri, December 13 2024 12 Kislev 5785