Saturday, September 28 from 1 PM – 3 PM and Saturday, October 5 from 1 PM-3 PM
Giving Makes Us Happy….. Let’s talk about sharing wealth without worries.
by Maggie Huber, Treasurer, Placitas Community Library
Please join us for two programs at the Placitas Community Library on September 28th at 1pm and October 5th at 1pm presented by Kelley and Ric Tredwin of Altalune.
Sharing our resources, giving to causes and people we love, makes us all feel good. With that joy may come worry. Often, we worry about how to share our wealth without getting into trouble on our taxes. We worry about how much we can truly afford to give without running out of money later, especially if we have a big healthcare event or something else unexpected.
At Placitas Community Library we depend on the generosity of our community to exist. It is only through your generous donations and volunteer commitments, that we can keep serving our community. We want you to be able to share your resources without worrying that you are jeopardizing your future needs. We want to support you generously, just as you have supported us over the last three decades.
We are offering a two-part series to help you understand how you can share wealth and still make sure that you are taking care of yourself and your family. This topic, transferring wealth, is a common discussion in the media, but it is challenging to know what is really true and even more difficult to know how it applies to each personal situation. We want to provide you with information that is trustworthy and personal. This two-part series serves that need.
Altalune Wealth Advisors, Kelley and Ric Tredwin, will lead us through these discussions. Currently, they are advising the Placitas Community Library about long-term investment strategies and building a legacy plan for this library. Their mission is to alleviate financial worry when it comes to investing, retiring and sharing wealth. They want everyone to embrace a confident financial future.
The first workshop, on September 28, 2024, at 1:00pm, entitled Giving Makes Us Happy… Let’s talk about sharing wealth without worries, will address the range of giving, from gifts for loved ones to giving to charities we care about. It will talk about how to feel confident in distributing wealth while having enough for unexpected events. In the second workshop on October 5, 2024, at 1:00pm, QCDs: Charitable giving as a tax strategy, will go more in-depth about this specific giving strategy when you have IRA assets and Required Minimum Distributions (RMDs).
We hope you’ll join us to learn more.
Please visit the Placitas Community Library website, Adult Programs page, for more information. If you have questions, contact Kelley Tredwin at 505-554-1134. You may also contact Kate Miller, Board Member and Chair of the Sustainability Committee for the Placitas Community Library at 505-867-2403.