This event is in the past.It took place on February 11, 2026 at Ocean View Inn.
Learn how smart charitable giving can slash your tax bill. Financial expert John W. Parsons breaks down donor tax advantages and RMD strategies for retirement accounts.
Financial literacy
Tax planning
Retirement strategies
Free event
Tips
đź’°age 72+ can redirect RMDs to cut taxes
🎤Q&A session follows the presentation
📊led by Parsons Wealth Management partner
Tax Savings Through Charitable Giving
Montara
Learn how smart charitable giving can slash your tax bill. Financial expert John W. Parsons breaks down donor tax advantages and RMD strategies for retirement accounts.
Financial literacy
Tax planning
Retirement strategies
Free event
Tips
đź’°age 72+ can redirect RMDs to cut taxes
🎤Q&A session follows the presentation
📊led by Parsons Wealth Management partner
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