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2023 Monthly Luncheons
Helping Donors with Charitable Giving, from the Financial Planner’s Perspective
Topic: Helping Donors with Charitable Giving, from the Financial Planner’s Perspective. Speakers: Cass Grange and Rey Garza Cass Grange and Rey Garza have a combined 50 years in the financial advisory business. They help clients with donor advised funds, Qualified Charitable donations, and estate planning. They have some easy ideas to implement, that do…