Whether you’re worried your gift won’t be used wisely, or that you haven’t researched the charity you’re donating to enough, or if there will be enough money left for heirs, donors can run into plenty of nagging questions and doubts.
The team at Annex Wealth Management has been helping givers like you with questions like yours for decades. We understand the hesitations – and the impacts – you’ll experience as you plan your legacy.
Join Annex Wealth Management’s CEO Dave Spano, CFP; Alec Durand, JD, one of Annex Wealth Management’s in-house Estate Planning attorneys; and WTMJ personality Steve Scaffidi for an entertaining and informative webinar. Feel free to ask questions, listen and learn about how to activate your philanthropic goals.
