It’s a great time to reflect on the impact you want to make in the world, whether it be for the benefit of your community at-large, a specific cause, or in support of your loved ones. In this live webinar recorded on November 14, 2022, Vista’s Director of Legacy Planning, Julia Tierney, CFP®, and Director of Financial Planning, Jon Gannon, CFP® share actionable insights and strategies for defining your legacy, maximizing your philanthropic impact, and reducing your tax liability.
Webinar: Year-End Giving Strategies that Maximize Impact and Tax Savings
