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Helping Retirees Get Their Charitable Giving Right

April 25, 2024Financial Advisor Magazine
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Senior Financial Planner Thomas Pontius, CFP® discussed his insights on charitable giving for retirees. Thomas highlights that it’s important to understand what a client’s intent is because there are so many different ways to be charitable.

Check out the Financial Advisor Magazine article here: https://bit.ly/49Vk1zj

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