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Giving makes us happy.
But knowing how, when and how much you can really afford to give can be worrisome.
Join us for a conversational workshop to talk about income and tax issues that worry us as we age.
We will address issues like:
We are pleased to offer this workshop in collaboration with Placitas Community Library.
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA & SIPC.
LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.
The LPL Financial representative associated with this webpage may only discuss and/or transact securities business with residents of the following states: Arizona (AZ), California (CA), Colorado (CO), Illinois (IL), Iowa, (IA), Michigan (MI), Missouri (MO), Nebraska (NE), New Mexico (NM), North Carolina (NC), Oregon (OR), Texas (TX).
Ricky P Tredwin. CA Insurance Lic. #OC24309
We work with clients across the country. We are pleased to communicate with you in the ways that are most comfortable and expedient for you — Google Meet, Zoom, Webex, telephone, email or in-person.
Our Relationship Summary Disclosure is available here.
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