Do you have a favorite charity? Or maybe several? Would you like to learn how to give to those charities in the most tax-efficient way possible?

This workshop will be presented by Jon Kroening, Certified Financial Planner and owner of Synergy Retirement Planning Strategies, and The Community Foundation of Dunn County. We will walk you through the steps on how to give to your favorite charities, along with helping you not leave Uncle Sam a tip. 

Please note due to the size of our conference room, we are limited to 12 spots available. If the sign-up says full, please email us at office@synergyretirementplanning.com and we will add you to a waitlist for another workshop!