Maximizing Generosity
A series of events to help you as you support your clients’ generosity
Innovia is hosting a series of lunch and reception events to help professional advisors as you guide and support your clients with their charitable giving and tax maximization strategies. Save the date for an event near you and stay tuned for additional details.
Sunset of the Tax Cuts and Jobs Act
Virtual Workshop with Robert Keebler
November 15 | 11 AM
We’ll share some of the key trends and opportunities to maximize generosity that makes a positive impact in our region. Each event will include the opportunity to connect with other advisors while enjoying food and drinks.