Strategic Planned Giving – Smart Strategies for Businesses and Professionals

Join Sisi Chakrabarti, Managing Partner of Advisory Money Strategies Inc. and Varinder Kalia, Certified Financial Planner at Bay Financial to learn about strategic planned giving which encompasses passing on the Business / Family wealth in a structured & efficient way to the next generation and converting taxes into charity.

Advisory Money Strategies Inc is a boutique Estate & Financial Planning firm specializing with family held businesses and professionals. Assisting them with tax efficient asset management strategies, while helping them become accidental donors and converting taxes into charity. Bay Hill Financial provides clients with comprehensive financial planning strategies that foster wealth accumulation, tax deferrals, and planning for efficient transfer of business on retirement or upon death.

Join us for this informative and engaging discussion.