Discover 3 Proven Methods

to Protect Your Identity

in a Virtual World

Audiences:   Anyone with a Social Security Number!

• Do you feel helpless every time you hear news about another major data breach?
• Did you know there are websites sorting your personal information from multiple breaches to form a more complete picture of your identity?
• Let’s face it, your identity has already been stolen, it is just a matter of time before a criminal begins using it.

This presentation will educate you on the actions you must take and will provide you with the tools and resources you will need to proactively Protect Your Identity in A Virtual World. 

You will leave:

• Learning how to easily Freeze and Unfreeze all 4 (not 3!) Credit Reports and the steps you need to take before freezing your credit.
• Understanding what Synthetic Identity theft is and how to protect your family.
• Knowing how to defend against Bank Account Opening Fraud to assist in protecting your savings and investment accounts.
• Having access to resources to take immediate action so you can feel more in control and better protected.

“Fraud is one of the biggest threats to your financial and mental health. In 2015, I became a victim of Identity Theft and learned firsthand how stressful and time consuming it is.  Through extensive research, I realized there were preventative measures that would have impeded the criminal’s ability to use my information. It quickly became my passion to simplify and spread this valuable knowledge, so you do not have to experience the same stress, frustration and more importantly, lose time away from your family”

– Sharon Grinestaff

Step on the Fast Track

to an EPPIC® Financial Future

_{Audience: Individuals of all age groups seeking financial organization and stability.}

• Do you know your financial fitness level?
• Do you fully understand what you own and owe?
• Are your investments right for you and do they match your goals?
• Are you able to identify inefficiencies in your cash flow?

If you are like most people, the answer is no.

It’s not that you don’t want to know these things, you just don’t know how to find the answers or where to start.  

This interactive presentation and our free resources will provide you the tools needed to put you on the fast track to drawing conclusions, finding solutions and setting goals to make your financial future EPPIC®.

You will learn about and receive:

• 3 tools you can use to organize your financial life
• A way to determine your Financial Wellness to quickly develop a “next step” action plan for you and your family.
• How to make sure you are prepared for the next market downturn by more accurately determining if your current investments align with your financial goals and unique comfort level for risk.

"Life is stressful and it is hard to find the time to concentrate on yourself.  What I love about this presentation is when you leave you will gain the momentum needed to achieve your financial dreams."

                                                                                                                                                  - Sharon Grinestaff

How to increase your charitable giving and

maintain tax benefits under the new tax law

                                                      Audiences: 

                                                           * Individuals with charitable inclinations who are approaching or are over 70 1/2.

                                                           * Accountant and Attorneys who advise individual donors.

• Are you aware of the impact the new tax law has had on the deductibility of charitable donations and how this change affects your tax return?

Now that the standard deduction has doubled under the new tax law, many Americans are realizing they are no longer itemizing their tax returns. Therefore, there is no longer a tax benefit for making charitable donations.

However, if you are 70 ½ or over, you have the ability to apply a little-known tax strategy called a Qualified Charitable Distribution to continue to receive tax savings.  You must gain this knowledge and make a key change before you write your next check to your favorite charity.  

By attending this presentation, you will discover:

• What a Qualified Charitable Distribution is and how it will reduce the amount you pay in taxes.
• How a Qualified Charitable Distribution may reduce your future Medicare premiums.
• Resources you can apply to make your charitable giving tax efficient.

“If you are 70 years old or over, you need to rethink how you are making your cash donations.  If you give Uncle Sam less, you can give your favorite charities more.”    - Sharon Grinestaff

This information is not intended to be a substitute for specific individualized tax or legal advice. 

We suggest that you discuss your specific situation with a qualified tax or legal advisor.

How to increase donations and

maintain donors under the new tax law

Audience: Non-profit organization leaders, staff and volunteers.

• Are you aware of the impact the new tax law has had on the deductibility of charitable donations and how it may impact your non-profit organization?

Upon filing their 2018 taxes, many Americans realized they will now be taking the standard deduction and will no longer be using their charitable contributions to itemize. Therefore, there is no longer a tax benefit for making charitable donations.

However, your donors 70 ½ or older, have the ability to apply a little-known tax strategy called a Qualified Charitable Distribution to continue to receive tax savings.  To do so, donors must gain this knowledge and make a key change before writing their next check to your non-profit.

By attending this presentation, you will discover:

• How the new tax law may negatively impact charitable giving.
• Why donors over 70 1/2 need to rethink how they are making their donations.
• What a Qualified Charitable Distribution is and how it will reduce the amount a donor pays in taxes and quite possibly reduce future Medicare premiums.
• Ways you can easily and quickly deliver this valuable information to your donors. 

“My fear is that due to the recent tax law change, charities will begin to see a decline in their fundraising efforts in 2019 and beyond.  This may leave a lasting impact on the communities they serve.  An additional way I can give back to my community is to help provide education to the staff and volunteers of non-profit organizations about ways their donors can still enjoy tax benefits for their generosity."– Sharon Grinestaff

This information is not intended to be a substitute for specific individualized tax or legal advice. 

We suggest that you discuss your specific situation with a qualified tax or legal advisor.