John W. Parsons, Managing Partner of Parsons Wealth Management

Join us for an evening that explores the what, why and how of charitable contributions and tax planning. An informative presentation by local wealth management specialist, John Parsons, will be followed by a period for audience questions.

Topics to be covered include:

• What is required for your contribution(s) to provide a tax advantage
• The various 501(c) nonprofit categories and the ones that provide a tax advantage for donors
• How designation of all or part of your 2026 Required Minimum Distribution might reduce your taxes. (RMDs must be withdrawn annually from a SEP or IRA account held by those age 72+.)

Please reserve a ticket for this free financial literacy presentation of the HMB-ODD Foundation, Inc. at

https://hmb-odd.org/calendar/tax-savings-through-charitable-giving