Financial Wellness Seminar

Charitable Tax Strategies at Year-End
Presented by: Bill Gaines and Jim Fleshman, CPA

Year end presents the opportunity to impact your community through philanthropic giving. Year-end is also an opportunity to take a last look at your tax status. Join CalvertHealth Foundation board member, Bill Gaines, and CPA, Jim Fleshman, for the next seminar in the Financial Wellness Series, and learn strategies to leverage tax savings while supporting causes that are close to your heart.

Register today and you will receive a link to our pre-recorded seminar.

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