Event Date
Event Date
Location
Walter A. Buehler Alumni Center, AGR Hall
Link to a Map
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.