Tax & Estate Planning Knowledge - Year-End Tax Planning Session

When:  Nov 21, 2019 from 14:00 to 15:00 (ET)
The November 2019 Tax & Estate Planning Knowledge Circle will be held on Thursday, November 21st at 2 pm ET.

Join Knowledge Circle hosts Mark Prendergast and Scott Bishop who will co-present and discuss Year-End Tax Planning.

Topics that will be covered include:

  1. Year-end Tax Planning
  2. Estate Planning
  3. Investments
  4. Charitable Giving
  5. Retirement Planning,
  6. Risk Management,
  7. Education Funding (gifting as well)
  8. Elder Care Planning

Location

Online Instructions:
Url: http://zoom.us/meeting/register/eff5ac42684453844ac87b605f06faf5
Login: Please register at the link above