Estate Planning Workshop Series (IN-PERSON/REMOTE)

Start
August 31, 2022 4:00 pm
End
August 31, 2022 5:00 pm
Address
930 Tamalpais Avenue, Sasn Rafael, CA 94901   View map
Phone
415-456-9062

$0.00

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Unlimited tickets

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Tax Efficient Charitable Giving | August 31, 4:00-5:00 pm

Do you have a heart for giving and would like to maximize your charitable impact? There are many ways to give, each having its own tax nuances and benefits. This is true for both giving today and giving through your estate. The best approach often depends on your the unique circumstances. Learn how to plan your giving in order to achieve a better impact with Charlie Haynor (Head of Office) and Brian Frack (Wealth Manager), advisors in the Larkspur office of Goldman Sachs Personal Financial Management.

Charlie has spent his 30+ year career advising clients on all facets of investments and financial planning, helping them chart a course for tax-efficient lifetime wealth creation and deployment. Charlie graduated from UC Berkeley with a BA in Physics, is accredited as a Chartered Financial Analyst® (CFA®) and earned an MBA from the UC Berkeley Haas School of Business. Charlie currently serves as Treasurer for Grace Church of Marin. He and his wife live in the Sun Valley area of San Rafael with their son and daughter.

Brian is accredited as a Certified Financial Planner® (CFP®) and has been helping people manage their financial lives since 2015. Prior to that he served in the US Navy Submarine Force, worked in management consulting, led the technology department at an international school in Venezuela and served as a pastor for over a decade. He graduated from the US Naval Academy with a BS in Computer Science. Brian volunteers with Scouts BSA and the U.S. Naval Academy Alumni Association SF Bay. He and his wife live in Marinwood with their three sons.

Join us in person at the Vivalon Healthy Aging Center (formerly Whistlestop) 930 Tamalpais Ave, San Rafael or on Zoom.

Thank you to Valley Memorial Park Cemetery and Funeral Home for sponsoring this series.

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