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ent, and/or 2) optimization of the value that will ultimately be bequeathed to a private foundation or public charity. Optimizing Planned Gifts to a Private Foundation or Public Charity: This one-page presentation highlights the attributes and economics of utilizing a PPVA Investment Account for assets earmarked for
). If you are not an intended recipient, please notify the sender immediately and delete this message from your system. Securities offered through M Holdings Securities, Inc., a Registered Broker/- Dealer, Member FINRA/SIPC. Winged Keel Group is independently owned and operated. This communication may contain confidentia
2 mentions1 same-page
Page ?Same page
ent, and/or 2) optimization of the value that will ultimately be bequeathed to a private foundation or public charity. Optimizing Planned Gifts to a Private Foundation or Public Charity: This one-page presentation highlights the attributes and economics of utilizing a PPVA Investment Account for assets earmarked for
). If you are not an intended recipient, please notify the sender immediately and delete this message from your system. Securities offered through M Holdings Securities, Inc., a Registered Broker/- Dealer, Member FINRA/SIPC. Winged Keel Group is independently owned and operated. EFTA01470860 EFTA01470861
2 mentions1 same-page
Page ?Same page
ent, and/or 2) optimization of the value that will ultimately be bequeathed to a private foundation or public charity. Optimizing Planned Gifts to a Private Foundation or Public Charity: This one-page presentation highlights the attributes and economics of utilizing a PPVA Investment Account for assets earmarked for
). If you are not an intended recipient, please notify the sender immediately and delete this message from your system. Securities offered through M Holdings Securities, Inc., a Registered Broker/- Dealer, Member FINRA/SIPC. Winged Keel Group is independently owned and operated. EFTA01470852
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Entities connected to both a Private Foundation or and M Holdings Securities, Inc.
