Join us on Tuesday, May 19 2020 at 6:30 PM at the Beechwood National Memorial Center for this exclusive new workshop.
Gerry Doyle and his team of experts will discuss charitable giving as a strategic part of your comprehensive financial plan while helping you unlock tax-efficiencies and plan for the people and causes you care about.
We will cover:
- An overview of IG Private Wealth Management
- Charitable giving
- Your options
- Key tax considerations
- Three case studies
- How preplanning your funeral and cemetery services can assist you and your family.
Refreshments and desserts will be serve.
Host Speaker: Gerry Doyle
Gerry Doyle is Managing Partner of IG Doyle Group Private Wealth Management. With over 40 years of experience, Gerry intuitively helps you develop measured & deliberate strategies consistent with your objectives for the overall betterment for you and your Family