13
Sept
2021: Year End Planning and Investment Strategies to Consider
Description
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
Mon, Sep 13, 2021
11:30a - 1:30p EST
Location
Fernandina Beach
Pogo's Kitchen - Lunch
1408 Lewis St
Fernandina Beach ,
FL
32034
Note
Attendance is limited to 14.