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.