Broker Check
12 Oct
Part 1 - 2022 Fall Harvest Series-Tax Planning Strategies

Description

Taxes matter to everyone, and tax management should be an important part of any investment strategy. Our guest speakers from City National Rochdale will discuss their tax-sensitive portfolio management approach, as well as examples of tax planning strategies that may be helpful in portfolios.

Baker Wealth Management and City National Rochdale are not affiliated.

Date and Time

Wed, Oct 12, 2022

4:30p - 5:30p EST

Location

Baker Wealth Management (Webinar)

10955 Winds Crossing Dr., Suite#100
Charlotte 28273

Note

Featured Guest Speaker: Ted Cox and Elizabeth Dooley representing City National Rochdale.

View on Map
PT1H

Event Registration