Tax Efficient giving

Tuesday, December 11 - 10:00 AM


‘Tis the season for giving. What are the tax rules for gifting of money and other assets? Maybe a Qualified Charitable Distribution from your IRA makes sense, or gifting through a Donor Advised Fund. Discussion will cover these and other ways to give of your assets.

Free and open to the community.

Facilitated by:  Jorgen Vik, CFP®, is a CERTIFIED FINANCIAL PLANNER™ and partner of the SKV Group, LLC, a Charlottesville based wealth management company. Jorgen has worked in the financial services industry since 2001. 



Location

491 Hillsdale Drive
Charlottesville, VA 22901
Event Type
Lecture / Workshop
Educational

Organization

The Center

Date / Time

Tuesday, December 11, 2018
10:00 AM - 11:30 AM

Contact

Name:
Lani
Phone:
(434) 974-7756
Email:
lani@thecentercville.org
More Info:
https://thecentercville.org