Our financial workshops are designed for those who want to increase their understanding of how to manage their own finances, increasing their financial confidence. Taught by Darien’s Karen Goersch, workshops vary by topic.
Upcoming Financial Workshops
Prepayment required by Tuesday, April 5th.
Minimum enrollment applies.
Learn how charitable giving can help reduce your taxes and benefit your favorite charities. During this seminar, you’ll learn:
•Ways to plan your charitable giving while considering tax benefits.
•What are the IRS requirements for a charitable donation and what qualifies? Understand the different rules that apply, depending on type of property, and charitable use of property (including charitable auction donations).
•Choosing between a Donor Advised Fund and Family Foundation, and more complex structures, such as charitable remainder unit trust.
This session will be led by CRPC® and CPA Karen Goersch of Ameriprise Financial, who will be joined by Cynthia Herbert, AAA, Certified Member, Appraisers Association of America. Coffee and pastries will be offered.
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Karen is a Financial Advisor with Ameriprise Financial of Norwalk, CT. Karen is a registered rep and licensed Investment Advisor with Ameriprise Financial Services and brings a wealth of both corporate and personal financial experience from years working at Coopers & Lybrand and NYNEX (Verizon). Her philosophy is founded on helping clients understand their needs, building a personal financial plan and determining what investments are suitable for each client – from asset allocation strategy to income planning to individual investment selection.
Ameriprise Financial Services, Inc. offers financial advisory services, investments, insurance and annuity products. RiverSource® and Columbia Management ® products are offered by affiliates of Ameriprise Financial Services, Inc., Member FINRA and SIPC. Ameriprise Financial Services, Inc., 501 Merritt 7, First Floor, Norwalk, CT 06851.