top of page

Wed, Nov 30



Wine Down Wednesday

Topic: Five Strategies You May Not Know About

Registration is Closed
See other events
Wine Down Wednesday
Wine Down Wednesday

Time & Location

Nov 30, 2022, 6:30 PM – 7:30 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.

Share this event

bottom of page