Webinar Replay: The Value of Intentional Philanthropic Planning Kansas City Fee-Only Financial Planning | St. Louis Fee-Only Financial Planning

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Austin Drake

Webinar Replay: The Value of Intentional Philanthropic Planning Kansas City Fee-Only Financial Planning | St. Louis Fee-Only Financial Planning

Sterneck Capital Management hosted a Spotlight Webinar with Alison Patterson of Patterson Philanthropic Advisors highlighting the value of intentional philanthropic planning.

Contact Sterneck Capital Management @ 816-531-2254 or info@sterneckcapital.com for guidance on a tax efficient and impactful execution of your Philanthropic Plan.

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Sterneck Capital Management, LLC (SCM) is an Investment Advisor registered with the Securities and Exchange Commission. SCM is in compliance with the current notice filings required in states where SCM maintains clients. SCM may only transact business in those states in which it is notice filed or qualified for an exemption or exclusion from notice filings. Direct prospective client communications will be conducted with a SCM representative that is either registered in the state in which the prospective client resides, or qualifies for an exemption or exclusion from notice filing requirements. No client or prospective client should assume that any information presented or made available on or through this website, is a receipt of, or a substitute for personalized investment management. Investment Management advice can only be rendered after the following conditions are met: 1. Delivery of our Form ADV Part II to you; 2. Execution of an Investment Management Agreement between us. You may obtain a copy of our ADV Part II Disclosure Statement or brochure containing similar information by sending a written request to Sterneck Capital Management, LLC, Attn: Brandie Giffin 1251 NW Briarcliff Pkwy, Suite 95; Kansas City, MO 64116. Additionally, please note that hyperlinks included throughout this site are provided as a matter of convenience and we disclaim any and all responsibility for information, services or products found on websites linked hereto. Please contact the firm or review our privacy policy for further information. Sterneck Capital Management, LLC is not engaged in the practice of law and does not provide legal advice. Always consult with an attorney regarding your specific legal situation. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. Sterneck Capital Management’s website and its associated links offer news, commentary, and generalized research, not personalized investment advice. Nothing on this website should be interpreted to state or imply that past performance is an indication of future performance. All investments involve risk and unless otherwise stated, are not guaranteed. Be sure to consult with a tax professional before implementing any investment strategy. Investment Advisory Services offered through SCM, a Registered Investment Advisor with the U.S. Securities & Exchange Commission. Registration does not imply a certain level of skill or training.

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