Posts Tagged ‘lunch and learn’
Lunch & Learn: Education Planning
Are you familiar with the different strategies for saving for your children or grandchildren’s future education? There are many investment vehicles designed for this purpose, some with very different taxable consequences. Join us as we discuss the most efficient ways to save for education.
Read MoreLunch & Learn: Taxes in Retirement
This Lunch & Learn will equip you with the most up-to-date and comprehensive information regarding retirement taxation, including ways to efficiently harvest your income sources – whether they are Social Security, 401(k)/IRA, other sources, or a combination of them all.
Read MoreLunch & Learn: Operation Christmas Child
We discuss the third quarter of 2020 and look at what’s to come in quarter 4.
Read MoreLunch & Learn: Q3 Review
We discuss the third quarter of 2020 and look at what’s to come in quarter 4.
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