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Year-end Investment Planning

Next Gen Mentoring Webinar

Year-end Investment Planning

We can all agree that 2020 is an outlier year compared to the historical cycle. However, a new normal will shape our life going forward.

In this webinar, Chia-Li Chien, PhD., CFP, PMP, will interview Jeremy D. Witbeck, MBA, CFA, CFP, on tax codes for retirement accounts, health savings accounts, tax-loss harvesting, asset location optimization and charitable donations.

Register now, you will receive a confirmation email containing information about joining the meeting.

This is a webinar you won't want to miss!

Jeremy D. Witbeck has an extensive background in the financial service industry and is currently a partner with Polaris Greystone Financial Group. Prior to joining Polaris Greystone, Witbeck worked as a portfolio manager and a registered investment adviser in the greater Los Angeles area building customized portfolios for high net worth clients and developing client relations.


Sponsored By
Financial Planning Program


Josiah Gonzales