Event Details

 

Thank you for your interest in our upcoming workshop, Charitable Giving.

In this workshop, Delta Community Retirement & Investment Services* will focus on strategies designed with a goal of maximizing the value of your charitable donations.

 

We'll cover a variety of topics, including:

  • How to develop a giving plan
  • Discovering options for giving
  • How to provide for your favorite charity now and when you're gone
  • Creating a legacy by raising charitable children and grandchildren


Sessions from November 7 - 16. Seats are limited, so register today.

Light refreshments will be served. Spouses are encouraged to attend.

Visit the Events Page for more Delta Community Workshops.

 

 


(Please note - if a session is full, you will not be able to select that session.)

 

 

* Securities and advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured Delta Community Credit Union deposits and are not NCUA insured. These products are not obligations of Delta Community Credit Union and are not endorsed, recommended or guaranteed by Delta Community Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. Delta Community Credit Union and Delta Community Retirement & Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.

* Required

Registration Information

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Additional Questions

  
No seats available for additional attendees.




Additional Attendee