Charitable Gift Annuity
1
Sarasota, FL • 941-951-0443 • Orlando, FL • 407-660-0330 email: [email protected] • wealthenjoyment.com Call 941-951-0443 to find out how a WealthWise™ Charitable Gift Annuity may help you be “ wise ” with your wealth! What if you could redirect your federal tax dollars to your family your favorite charities? and Securities and Investment Advisory Services offered through NFP Securities, Inc., a Broker/Dealer, Member FINRA/ SIPC and a Federally Registered Investment Adviser. Investment Advisory Services may also be offered through Asset Management Partners a Registered Investment Adviser. Udell Associates & Asset Management Partners are affiliates of NFP Securities, Inc. and subsidiaries of National Financial Partners, Corp., the parent company of NFP Securities, Inc. None of the above-named entities provide tax or legal advice. Please consult with the appropriate professionals prior to engaging in planning strategy. To ensure compliance with requirements imposed by the IRS under Circular 230, any information relating to U.S. Federal tax law contained in this communication was not intended or written to be used, and cannot be used, for the purpose of (1) avoiding penalties under the Internal Revenue Code or (2) promoting, marketing, or recommending to another party any matters addressed herein.
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A half page magazine ad promoting a particluar type of charitable gift annuity.
Transcript of Charitable Gift Annuity
Sarasota, FL • 941-951-0443 • Orlando, FL • 407-660-0330email: [email protected] • wealthenjoyment.com
Call 941-951-0443 to find out how a WealthWise™ Charitable Gift Annuity may help you be “wise” with your wealth!
What if you could redirect yourfederal tax dollars to your family
your favorite charities?and
Securities and Investment Advisory Services offered through NFP Securities, Inc., a Broker/Dealer, Member FINRA/SIPC and a Federally Registered Investment Adviser. Investment Advisory Services may also be offered through Asset Management Partners a Registered Investment Adviser. Udell Associates & Asset Management Partners are affiliates of NFP Securities, Inc. and subsidiaries of National Financial Partners, Corp., the parent company of NFP Securities, Inc. None of the above-named entities provide tax or legal advice. Please consult with the appropriate professionals prior to engaging in planning strategy. To ensure compliance with requirements imposed by the IRS under Circular 230, any information relating to U.S. Federal tax law contained in this communication was not intended or written to be used, and cannot be used, for the purpose of (1) avoiding penalties under the Internal Revenue Code or (2) promoting, marketing, or recommending to another party any matters addressed herein.
