Helping Clients Give Wisely: Sharing case studies & tools for effective charitable planning.

Join us for this networking focused event.

Aaron D. Sannes, CFP®, BFA™, ChFC®, CKA®, Discerning Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC will lead the conversation, which will be followed by drinks and social time.

This session will be very interactive, as Aaron shares real stories of charitable clients and the tools that helped them meet their goals. Aaron's case studies will highlight:

• Charitable gifting strategies using QCDs vs highly appreciated securities after 70 1/2 years of age, but before RMDs.
• Donor advised fund strategies for bunching charitable deductions and tax planning for large cap gain or IRA distribution/conversion years