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Wed, Nov 30



Brunch & Brainstorm

Topic: Five Strategies You May Not Know About

Registration is Closed
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Brunch & Brainstorm
Brunch & Brainstorm

Time & Location

Nov 30, 2022, 11:30 AM – 12:30 PM EST


About the event

Five Strategies You May Not Know About

Join one (or both!) of our virtual events from the comfort of your home, and learn about the following:

  • Understand our view and use of portfolio rebalancing.
  • Roth Conversions: What is the case for and against?
  • Understand how “Tax-Loss Harvesting” works.
  • Tax-free IRA distributions to charity, for owners aged 70 ½.
  • Understand how a “Donor-Advised Fund” may provide tax benefits.

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