Events

• Post-Election Year-End Planning Strategies 

  December 3, 2020

    Join us as Partner and Chief Wealth Planning Officer Todd Walter, CFP®, CPA looks at several year-end planning strategies including Deduction Planning, Capital Gains Tax Avoidance, and Roth Conversions, and how those and other items might be impacted by the Biden tax proposals.  

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• Virtual Wealth Summit Part 3 – The Holidays

  December 10, 2020

  Thursday, December 10 – 6PM, featuring Chef Blair Arms  The holidays may be a little different this year, so join Chef Blair Arms for some holiday inspiration. Chef Blair will walk us through how to host a party for 4-6 people and make it special, including how to create a menu. She will put together […]

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• Portfolios at Your Place – December 15

  December 15, 2020

  Portfolios at Your Place – Tuesday, December 15, 4PM   2021 Investment Outlook 2020 may have proved that trying to make a forecast about what may happen during an upcoming year is futile. However, we believe Dwight Eisenhower was wise when he said, “in preparing for battle, I have always found plans are useless, but […]

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