How To Maximize Giving During The Pandemic

Financial Planning Podcast

Consider This Program with Joe Clark, CFP and, co-host Grant Soliven, AIF®.

In this segment, we will cover: How To Maximize Giving During A Pandemic – You may find yourself in unchartered waters or others in a similar situation. It could be your church, favorite charity, your neighbor, or your children. You need to consider things about your tax bracket this year vs. next and whether or not you can use the standard or itemized tax deduction on your tax from 1040. We will discuss a few key considerations on Consider This Program. Join us!

Schedule your complimentary Next Steps meeting today! www.yourlifeafterwork.com 800-928-4001

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Joseph Clark, CFP®

Managing Partner

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