Adult Center of Prescott - Event Center, Banquet Hall, Meeting Rooms, Conference Center, Weddings in Prescott

"Tax-Efficient Charitable Giving Strategies"

Event Date: Wed Feb 07, 2018

Event Time: 11:00 AM-12:00 PM


FREE SEMINAR by Gene Zilliox, Financial Advisor, Mass Mutual and Kelli Stiles, Director of Advanced Markets, Mass Mutual.

Charitable giving can be much more than an end-of-the-year check to your favorite charity.  It can be a key element in a financial plan that will not only accomplish philanthropic goals but also provide tax and income benefits.

Gen and Kelli will share charitable giving strategies that run from the simple to the complex.  We will discuss how different methods of giving provide distinct sets of opportunities (and drawbacks), so you can better decide whether a creative charitable gift fits in your plan.


Insurance Representative of Mass Mutual Life Insurance Company (Mass Mutual), Springfield, MA 01111-0001, and its affiliated US insurance companies.  Registered Representative of and securities and investment advisory services offered through MML Investors Services, LLC.  Member SIPC and a Mass Mutual subsidiary.  OSJ 60 E. Rio Salado Parkway, Suite 610, Tempe. AZ 85281-0230.  (480) 638-2100.  Local sales agencies are not subsidiares of Mass Mutual or its affiliated companies.

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