During this recording of our July 14, 2022 webinar, Daniel H. Yoo, CFP®, CEPA®, Wealth Advisor with PBMares Wealth Management, joins James Carpenter, CAP, ChFC, CLU, Vice President and Charitable Planning Consultant of Fidelity Charitable, for a presentation on charitable giving and tax minimization strategies.

Instead of giving using your checkbook, consider funding your philanthropy with a more strategic giving vehicle. This session will help you discover the charitable landscape and how donors give today, learn how to best utilize complex assets and investments for giving purposes, and understand how you can maximize impact while minimizing the tax burden. It’s a smarter way to give!


Daniel Yoo PBMares Wealth AdvisorDaniel H. Yoo, CFP®, CEPA®, CM&AA®
Senior Wealth Advisor

As a Senior Wealth Advisor and Certified Financial Planner™, Daniel Yoo simplifies the financial lives of entrepreneurs, executives, and their families. He is also a Certified Exit Planning Advisor® to help business owners understand and optimize the value of an exit strategy.