Tax Efficient Investing and Charitable Giving Workshop

An educational seminar brought to you by Fidelity Investments

Join us for this special event where you and a guest can hear from Fidelity representatives and the UC Davis Charitable giving team to learn how we help clients optimize their lifetime financial goals.

• The impact of taxes on your portfolio
• Specific strategies to minimize taxes
• Changes in tax law and their potential impacts
• Charitable giving strategies

Join us on Zoom; link will be provided with registraiton.

REGISTER HERE