Trojan Wealth Management: Charitable Giving In-Person Workshop

November 22, 2024 12:00 - 13:00 PST

Location: USC Credit Union Flower Street Branch
3720 S Flower St Los Angeles, CA 90007

Join Jimmy Suh, Trojan Wealth Management Financial Advisor, to learn how charitable giving can be a powerful tool in your estate and tax planning, while also making a meaningful impact on causes that matter to you and your loved ones.

What You Will Learn

  • Charitable giving as an effective part of estate planning
  • Tax benefits through charitable contributions
  • Charitable giving strategies and options
  • Align your philanthropy with personal values

Register Now!

Investment advisory services offered through PFG Advisors, LLC, a SEC registered investment adviser. Securities offered through Osaic Wealth, Inc., member FINRA/SIPC. Insurance products offered through approved carriers. USC Credit Union, PFG Advisors, LLC, and Osaic Wealth, Inc. are separately owned entities and are not affiliated companies.

Not FDIC/NCUA insured | No Financial Institution Guarantee | May Lose Value