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


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


Baker Wealth Management (Webinar)

10955 Winds Crossing Dr., Suite#100
Charlotte 28273


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

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