Ranked the #1 Catholic High School in the Kansas City Area on Niche.com
Voted the Best Private School In Kansas City by the Kansas City Star
Financial Planning Social & Presentation
You are invited to attend an informative financial planning session and social hosted by Sion at Grand Street Cafe!
Tax Reducing Strategies for Pre- and Post-Retirees
Tuesday, February 4, 2025
4:30 p.m. | Grand Street Cafe
4740 Grand Avenue
Kansas City, MO 64112
You'll Learn:
Tax Reducing Strategies for Pre- and Post-Retirees
Tuesday, February 4, 2025
4:30 p.m. | Grand Street Cafe
4740 Grand Avenue
Kansas City, MO 64112
You'll Learn:
- How to redirect the money you pay in taxes to your favorite charitable organizations.
- How you can sell highly appreciated assets and minimize Capital Gains taxes.
- How you may be able to receive significant tax deductions today and possibly for another 5 years.
- How you can protect your IRA from Double Taxation.
- How you may be able to increase your income significantly.
This presentation will be led by Bill Eckert, AEP, CAP, Senior Financial Advisor at Renaissance Financial, a well-known financial educator, speaker, and advisor in Kansas City with an in-depth understanding of the philanthropic planning process and helping individuals to be good stewards of their financial gifts. It is our hope that this presentation will open new possibilities for our supporters on how they can utilize current strategies to increase their giving to charitable organizations while also maintaining their current level of income. Thank you for your consideration as well as the generosity you show toward our schools and many other non-profit entities in our community.
This social and presentation is free to attend, but we ask that you RSVP below, or by contacting Kathryn Gormly at kgormly@ndsion.edu or 816.601.4776, so that we can plan accordingly.
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