Exclusive Client Events

Opal Wealth Advisors is dedicated to bringing meaning and value to our client relationships. As part of this ongoing commitment, we will be presenting a series of complimentary Wealthcare Experiences that are exclusive to you, our valued clients. These events reinforce our core promise to help you discover your pathway to financial freedom, joy, and abundance.

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Smarter Ways to Give

Date: Wednesday, February 12, 2020
Time: 5:30 PM – 8:00 PM
Location: Opal Wealth Advisors, 2 Jericho Plaza, Suite 208, Wing C, Jericho, NY 11753 (Map)
Tickets: This is a free event. Registration is required.
Catered drinks and appetizers will be provided.

Did you know that you can make a huge impact for the charities you care about and save money? Learn actionable tips from financial & legal experts for making tax-smart giving part of your plan.

Plus, hear about the rewarding benefits of volunteer leadership from executive directors at Leukemia and Lymphoma Society & Girls Inc.

Event Speakers

What You’ll Learn

Tax-Smart Giving Will Explore:

  • Tax efficient strategies for donating
  • How the SECURE Act impacts charitable giving
  • Estate planning techniques to maximize gifts, minimize taxes, and protect heirs

Volunteer Leadership Will Explain How:

  • Providing pro bono services is far more powerful than a donation alone
  • Offering your business, leadership, and life skills to a non-profit can be a super smart way to have a massive impact

Space is limited. Register today to reserve your seat!