Zoom
Events at this venue
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Saavy Women Investing
ZoomMany women face unique challenges in the investment world. Savvy Women Investing is designed to empower women by providing the knowledge and confidence to make smart investment choices. Whether you’re just getting started or looking to refine your strategy, this event offers practical tips and insights to help you navigate the world of investing and …
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Health Savings Accounts – How to Make them Work for You
ZoomJoin us for an informative session on Health Savings Accounts (HSAs), including what they are, who is eligible, and how they can play a valuable role in managing rising healthcare costs and planning for retirement. Our presentation will feature Ann Covington, CFP®, CPWA®, who will walk through the HSA basics, highlight 10 key things you …
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Retirement Homestretch
ZoomAs retirement nears, are you confident you’re preparing the right way? Retirement Homestretch covers what you need to know about the final ten years leading up to retirement. Focus on the right areas to help ensure a smooth transition and feel ready for the next exciting phase of your life.
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Tax-Efficient Philanthropy: Giving and Its Effect on Your Taxes
ZoomLearn how to get the best tax return value from charitable contributions. You will hear insights on avoiding capital gains taxes on appreciated stock, giving from IRAs, maximizing tax deductions from donor-advised funds, and minimizing taxes for heirs
Free