Personal Finance Workshops
SINGLE TOPIC FOCUS
These single session workshops are designed to focus on a specific financially related topic, area of financial planning or investment management. The workshops are free and are scheduled periodically as we identify a current public need for information. These sessions will contain information from learning a basic understanding of the subject matter through advanced strategies. This is an interactive format where your individual questions are welcomed but not required.
UPCOMING TAX PLANNING STRATEGIES
Register for the class here:
Note: Retirement classes do not appear on this tax registration page. Retirement classes appear on our education website page with registration instructions.
Join Joe Anderson, CFP® and Alan Clopine, CPA, hosts of the KFMB Radio Show “Your Money, Your Wealth” as they teach strategies that may minimize current and future taxes while maximizing retirement opportunities.
- What the End of the Bush Tax Cuts Means for Your Taxes
- Proposed Tax Changes in the New White House Budget Proposal
- About Roth Conversion Opportunities in 2012…May be your last chance
- How Two Changes in Healthcare Laws May Affect Your Taxes
- Distributions: Ways to Help Keep What's Yours
- "Tax Smart" Asset Location
- How to: Help Accelerate Capital Losses and Defer Capital Gains
- Gift-Tax Exclusions
- Pros and Cons: Treasury Securities and Tax-Exempt Municipals
- To Give or Not to Give: Giving Appreciated Assets to Charity
This event is FREE but space is limited.
