Financial Gifts, Charitable Contributions, Creative Experiences: Unique Gift Ideas for Loved Ones

Описание к видео Financial Gifts, Charitable Contributions, Creative Experiences: Unique Gift Ideas for Loved Ones

This Christmas season, rethink the way you give! Whether it’s financial gifts, charitable contributions, or unforgettable family experiences, we’re sharing three creative ways to make your generosity meaningful and impactful.

From maximizing tax-free financial gifts to planning memorable family outings, this video will inspire thoughtful gift-giving that strengthens connections and leaves lasting impressions. Watch now and discover how to make this year’s holiday gifts truly special!

What is a Donor Advised Fund?    • What is a Donor Advised Fund? Could i...  

This content was provided by Retirement Planning Services. We are located in Knoxville, TN. You can learn more about us, or schedule an insight call by visiting our website at https://www.seriousretirement.com.

Timestamps:

0:00 - Intro
1:03 - Tangible Financial Gifts
5:44 - Charitable Giving
11:25 - Experiences
17:00 - Summary & Disclosures

Advisory services offered through Retirement Planning Services, LLC.

The information in this recording is intended for general educational and informational purposes only, and should not be construed as investment advisory, financial planning, legal, tax, or other professional advice based on your specific situation. Please consult with your professional advisor(s) before taking any action based on its contents.

Комментарии

Информация по комментариям в разработке