Events

We welcome you to join us for a discussion on the current environment for investors, along with our views on longer-term risks to retirement portfolios. We’ll also cover strategies we use with clients to mitigate these risks and take advantage of the opportunities they present. We will cover many topics, including:

• The current investing environment: The economy, inflation, equities/stocks, and fixed income/bonds
• Systemic risks and opportunities informing our long-term outlook
• The potential outcomes faced by investors
• The value of an advisor

Would you rather see your money in the hands of the IRS, or a charitable cause that truly means something to you? You may have more control over where your wealth goes than you think. Our Planned Giving Seminar will teach you how to redirect thousands in tax dollars to charitable contributions and still retain as much wealth—if not more—in the long run.

Planned Giving doesn’t require that you spend less on yourself or give your kids less. Most people with a net worth of over $1M will pay well into the six figures in taxes. It means to instead give some of that money to charity—not the money you need to live on.

Join us to learn strategies for redirecting what otherwise might go to the IRS to the charities you support. We’ll discuss:

• How to get tax benefits now for gifts that are made to charity sometimes in the future
• How to avoid tax on RMD's (required withdrawals from IRAs and 401ks)
• How to get certain benefits of trusts (probate avoidance, creditor protection, control over when kids get money, etc.) without the costs of setting up a trust
• Donor Advised Funds, Dynasty Trusts, and Capital Gains Bypass Trusts