We’ll go over creative giving tools that can help you support the people, causes and organizations close to your heart. We’ll show you how even unusual gifts can help you make your mark on the world. And we’ll explain how a charitable annuity can provide retirement income … and support your favorite charity!
Presented by:
Dennis LeFevre, CFP®
Financial Consultant
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Securities offered through Concourse Financial Group Securities, Inc. (CFGS), Member FINRA/SIPC. Advisory services offered through Concourse Financial Group Advisors, a DBA for CFGS, a Registered Investment Advisor. Investments and other products are not NCUA or otherwise federally insured, may involve loss of principal and have no credit union guarantee.
Products and services offered through Everence Trust Company and other Everence entities are independent of and are not guaranteed or endorsed by Concourse Financial Group Securities, or its affiliates.
Certified Financial Planner Board of Standards, Inc. owns the CFP® marks in the U.S.
