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 firstname.lastname@example.org.
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.
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