Broker Check by FINRA
LPL Financial Logo
LPL Financial Logo
Today's Date:
Friday, March 01, 2024
Home of the Retirement Geeks

Charitable Giving as Part of Your Financial Planning

Jon Dewar and the RetirementGeeks are passionate about giving back and supporting the local community. When we meet with a client about their retirement planning the subject of charitable giving often comes up in conversation. Depending on a client’s situation we often recommend some form of charitable giving whether giving to a local non-profit or their place of worship.

RetirementGeeks has had the pleasure of donating to multiple charitable organizations including Junior Achievement, Girls on the Run, Community Music School and Community Workforce Solutions.

February 2014 - A group from RetirementGeeks.com attended the 8th Annual Junior Achievement (JA) Valentine's Day Vegas Gala at the Prestonwood Country Club in Cary, NC. This annual fund-raising event combines Vegas style games with dinner. Attendees have the opportunity to bid on donated silent auction items to help support the mission of JA.

JA programs deal with real issues like workforce readiness, financial literacy, and entrepreneurship so that young people can not only understand their opportunities in life but can also take advantage of those opportunities.

Disclaimer

Securities, fee-based, and advisory services offered through LPL Financial, a Registered Investment Advisor, member FINRA/ SIPC, America's No. 1 independent broker / dealer.* Trust services offered through The Private Trust Company N.A., an affiliate of LPL Financial. *Based on total revenues, as reported by Financial Planning magazine, June 1996-2019.

Though our fixed insurance agents are licensed in all 50 states, our LPL Financial registered representatives associated with this Web site may only discuss and/or transact securities business with residents in the states in which they are licensed. Jon Dewar, the LPL Branch Manager is licensed in the following states: California, Florida, Massachusetts, Minnesota, Missouri, North Carolina, Ohio, Texas, and Virginia. RetirementGeeks & Legacy Life Group, Inc. are independent of LPL Financial.
Check the background of investment professionals associated with this site on FINRA's BrokerCheck
©2007-2021 Legacy Life Group, Inc. dba RetirementGeeks.com

Contact

RetirementGeeks.com
2840 Plaza Place
Suite 206
Raleigh, NC 27612

Local: 919-881-2850
Toll Free eFax: 800-785-1070
linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram