Thursday, October 10th - Noon EST
Legacy and Taxes – Effective Planning
Leaving something to the next generation is a common goal. However, making that happen efficiently requires some planning. We’ll talk about the tools and techniques of effective planning.
Join Dan Galli, CFP®, and Karen Van Voorhis, CFP®, as they talk about the tools and techniques of effective planning, especially in light of increasing income taxes in the coming years.
Thursday, December 12th - Noon EST
Year-End Planning – There’s Still Time
This is the time of the year when we can take a look at what’s happened in the past year, make some changes to possibly reduce taxes, and begin planning for adjustments in 2025.
Join Dan Galli, CFP®, and Karen Van Voorhis, CFP®, as they help you prepare for year-end.
