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  • Retirement Homestretch

    Zoom

    As 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.

    Free

  • Tax-Efficient Philanthropy: Giving and Its Effect on Your Taxes

    Zoom

    Learn 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