Broker Check
13 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

Mon, Sep 13, 2021

11:30a - 1:30p EST


Fernandina Beach

Pogo's Kitchen - Lunch
1408 Lewis St
Fernandina Beach , FL 32034


Attendance is limited to 14.

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Event Registration