Upcoming Power Hour Series Events

Giving with Purpose: A Wealth Advisor’s Guide to TAX SAVVY Charitable Planning in 2026

Charitable giving is about more than generosity—it’s about not making the IRS one of your charities; by knowing the various ways to give tax efficiently. In this advisor-led Power Hour Lunch webinar, we’ll walk through today’s most effective charitable giving methods and how they fit into a broader wealth strategy. From IRAs and QCDs to donor-advised funds and securities, you’ll gain clear insights into how strategic giving can align with your values, goals, and tax planning for 2026.