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Sweet Financial Services Presents……Making the Most of Charitable Giving

Your Virtual Meeting Series: Wednesday, July 8th, 2020 at 4pm cst

Giving money to charity may seem pretty straight-forward, right?  Well, there are several techniques that could actually benefit you, your family, and your favorite charities. 

Join us to get clarification and gain more knowledge on “the gift of giving”.

During this discussion, you will receive answers to the following questions and feel confident you are being most efficient with your charitable giving.

When should I give to charity from my IRA?

Should I always just give cash to charity, or does it ever make sense to give other assets to charity?

Does it ever make sense to give more or less to charity in a given year?

Does it matter which asset I leave behind to charity?

Hosted by the Sweet Financial Wealth Advisors

Visit to RSVP for any of the dates below:

Wednesday, July 8,  4:00 pm (Central time)

Space is limited, be sure to RSVP at to get your link and to reserve your spot.  Please feel free to contact us with any questions.

Thank You,

Your Sweet Financial Services Team

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