A discussion of key strategies for your journey towards financial empowerment in 2024: tax loss harvesting, maximizing tax deferrals, why cash isn't king, finding opportunities when rates peak, and what is driving the market.
A discussion around taxes and strategies to consider in retirement: ways to defer taxes, strategies for optimization, and ways to give more efficiently.
A real estate panel discussion on mortgages, legalities and market perspective.
A discussion of challenges and opportunities for the markets ahead.
This presentation addresses the current challenges of the economy and markets and the opportunities that lie ahead.
A panel discussion held at the Darien Library addressing long-term care planning for families.
Strategies to donate in a more tax-efficient way.
An event at HAYVN powered by Freedom Warrior for women to take power back in their finances.
This presentation addresses the importance of a financial plan. It reviews the fundamentals of a plan, how to prioritize and estate planning considerations.
Tax strategies for an effective estate plan.
This presentation is a review of how social security works, the key considerations, benefits and strategies you need to know.