Fidelity Investments (TM) logo

Event Date

Walter A. Buehler Alumni Center, AGR Hall

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.