Maximizing Your Retirement Dollars
February 18 @ 10:30 am
Maximizing Your Retirement Dollars with Ingrid Prater, CFP®, Covenant Trust Financial Advisor & Liam Dunfey, Covenant Living Regional Director of Philanthropy
Who wouldn’t want a little extra income—especially in retirement? Ingrid Prater and Liam Dunfey will be here to outline how to make your retirement dollars work smarter for you. They’ll discuss a variety of strategies, including how to use IRAs and Charitable Gift Annuities to maximize your money.
If you are close to the the threshold for itemizing deductions, consider bundling several years' worth of charitable contributions into one tax year. This can help you surpass the standard deduction threshold and maximize your tax savings.
To make a donation visit us at bit.ly/3VcDdUf. ... See MoreSee Less
Comment on Facebook
Working at Covenant Living is more than just a job—it’s a passion shared by our staff, and giving back is at the heart of what we do.
Here’s what an employee at Covenant Living of the Great Lakes has to say about why he donates:
“Every day at work, I hear incredible stories from our residents about the amazing things they’ve accomplished throughout their lives. It’s inspiring to learn about all the extraordinary experiences they’ve had. These stories remind me just how important it is for our residents to feel comfortable and worry-free as they enjoy their twilight years. That’s why I believe it’s essential to ensure they never have to worry about whether they can afford to stay here, whether it’s 5, 10, or even 20 years down the road. They’re all like grandparents to me—I can’t imagine any of them having to leave because of financial concerns outside of their control.”
Join us in showing your appreciation and sharing your “Why” by visiting us at bit.ly/3VcDdUf. ... See MoreSee Less
Comment on Facebook
Happy April Fools’ Day! 🎉
We’re keeping it lighthearted today… but don’t worry, there’s no pranking happening here – just a lot of Spring cheer!
Just a friendly reminder: Laughter is good for the soul, so let’s share a smile and a joke with those around us today. After all, we all could use a little extra joy in our lives!
#AprilFools #LaughterIsTheBestMedicine ... See MoreSee Less
Comment on Facebook