If you’ve been wondering about your charitable giving options, we invite you to participate in our new webinar series, Making the Most of My Legacy. Longtime Trail Conference supporter David J. Haas, president and founder of Cereus Financial Advisors, LLC, will be offering insight on several ways to give, explaining the benefits of each method.
Our second session, will be held on Sept. 2, The Qualified Charitable Distribution and how to manage your IRA Required Minimum Distributions for taxes. Reserve your spot today, and stay tuned for the calendar of upcoming topics.
This webinar session will help clarify:
The Qualified Charitable Distribution and how to manage your IRA Required Minimum Distributions for taxes
David Haas CFP® is president and founder of Cereus Financial Advisors, LLC in Franklin Lakes, N.J., which specializes in comprehensive financial planning and wealth management for executives, professionals, and small business owners. He has been a Trail Conference member and volunteer for over 30 years.
Additional workshop information