Broker Check
22 Sept
2021: Year End Planning and Investment Strategies to Consider


The discussion will center around four main topics:

  • Ensuring You're Maximizing Current Tax Law Before Rates Rise
  • Philanthropy's Changing Landscape
    • Understanding the Qualified Charitable Distribution Anti-Abuse Rule
  • 3 Ways You’re Not Taking Advantage of Low Interest Rates
  • Investment Opportunities on the Horizon

Date and Time

Wed, Sep 22, 2021

6:00p - 8:00p EST


Lake Oconee

Eighty8 Kitchen - Dogwood room
1091 Clubhouse Lane
Greensboro , GA 30642


Attendance is limited to 14.

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Event Registration