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Webinar Recording: Philanthropic Giving Guide

November 10, 2023
Author: Jon Gannon, CFP®

Vista recently hosted a webinar, Philanthropic Giving Guide: Honor Your Values & Maximize Your Impact. This webinar, recorded on Wednesday, November 8, 2023, was presented by Vista’s Director of Financial Planning, Jon Gannon, CFP®, and moderated by Chief Wealth Officer, Dougal Williams, CFA. They share actionable insights to maximize charitable impact while reducing taxes.

 

Jonathan Gannon
Jon Gannon, CFP®

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