Giving makes us happy.

But knowing how, when and how much you can really afford to give can be worrisome.

Join us for a conversational workshop to talk about income and tax issues that worry us as we age.

We will address issues like:

• Living gifts
• Charitable giving opportunities
• Cost basis
• Distribution strategies
• Estate planning
• Portfolio analysis for unexpected expenses

We are pleased to offer this workshop in collaboration with Placitas Community Library.