12 Oct
Year End Planning Considerations


As we approach the last quarter of this year, take a little time out to make some strategic saving and investing decisions before December 31. This can affect not only your long-term ability to meet your financial goals but also the amount of taxes you'll owe next April. Our speaker will discuss: 

  • Tax considerations when rebalancing your portfolio after market declines
  • Meeting your savings goals in a tax-advantaged manner
  • The milestone ages for some key financial planning decisions

Join us for a webinar with guest speaker Devin Ekberg- Vice President and Senior Advisor Education Consultant ‐ US GWM – at PIMCO. He will present on year end tax considerations and take questions from attendees.

This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.

Date and Time

Wed, Oct 12, 2022

4:00p - 5:00p EST




Event Registration