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PFS Webinar: Tax-Efficient Charitable Giving

PFS advisers Rob Copeland and Renee Sewall presented the following webinar on May 25, 2021. They discussed how to conduct charitable giving tax-efficiently in light of your financial situation, charitable goals, and phase of life.

If any clients have questions about whether these strategies might be appropriate for you, please call or email us any time.

     
 

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