Make Your Money Work Smarter, Not Harder
Make your money work with purpose. Join two financial experts for a practical, high-level session on investment and tax-saving strategies that help keep more of your dollars close to home—supporting both your financial goals and your community. You’ll learn how charitable giving can reduce your tax burden while protecting your investments, explore tools like Arizona tax credits, donor-advised funds and qualified charitable distributions, and gain insights into investment approaches that align with your values. Whether you’re just getting started or planning for retirement, this session will help you better understand how to make the tax code work for you at any stage of life.
Catherine Scrivano | CASCO Financial
Catherine Scrivano, a native of Phoenix, Arizona, is a dynamic Financial Planner who knows how to help her clients pursue financial dreams. She is regularly published both locally and nationally, and provides educational seminars for a variety of government, professional and community organizations. Her thirty-plus years in the industry have provided her with the
valuable knowledge and insight people are looking for, which accounts for her loyal following and diverse client base.
info@cascofinancial.com
2525 W. Carefree Hwy. Bldg. 2, Suite 112
Phoenix, AZ 85085
Phone: (602) 995-1484
Chris Fallon | Numbers Matter Accounting and Bookkeeping
Chris Fallon is a numbers guru who is passionate about supporting change-makers and community leaders who are doing good work in the world. He believes in supporting business owners to use their accounting and bookkeeping systems to create joy and clarity.
chris@nmaab.com
602-635-9825
2942 N 24th St., Suite 114
Phoenix, AZ 85016