Event Details

Smart Tax Strategies for Charitable Giving Seminar

845 Meadow Ln N, Golden Valley, MN, Thursday 11/11/2010 7:00pm-9:00pm

Investment expert Erica Whittlinger will demonstrate how to maximize your tax savings and develop a financial plan with your humane values in mind.  She'll cover topics such as: 

• Avoiding taxes on your IRA withdrawals
• Guaranteeing yourself a lifetime income
• Protecting spouses
• Ensuring care for your pets after you're gone
• Simplifying your finances
• The outlook for estate and income tax rates

After 20 years as CEO of Whittlinger Capital Management and weekly appearances on Minnesota Public Radio’s Sound Money program, Erica now does pro bono educational seminars.  An avid supporter of the Animal Humane Society, she is happy to share her expertise and help you navigate your options.

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