Tax Efficient Investing and Charitable Giving Workshop

An educational seminar brought to you by Fidelity Investments

This educational seminar has been planned to help retirees:

• Understand the impact of taxes on your portfolio
• Identify how you can build a charitable legacy
• Understand the value of charitable giving vehicles
• Identify strategies to help you plan for taxes in your portfolio
• Discuss the impact of Minimum Required Distributions at the age of 70½.

Two one-hour sessions; 10 to 11 a.m. OR 2 to 3 p.m.

Seating is limited and registration is requested.

REGISTER HERE