Year-end Investment Updates

What steps could you take for your year-end investment before we cross over to 2022? Hossein Salehi, PhD, CFP, will interview Jeremy D. Witbeck, MBA, CFA, CFP, on “Year-End Investment Updates.”

In this session, we will discuss the following topics:

• Tax code refresher
• Retirement accounts
• Health savings accounts
• Tax loss harvesting
• Asset location optimization
• Charitable donations

Witbeck is a partner with Polaris Wealth Advisory Group, LLC. Before joining Polaris Greystone, he worked as a portfolio manager in the greater Los Angeles area where he built customized portfolios for high-net-worth clients and developed client relations. He has an extensive background in the financial service industry.

The event is free but registration is required. Participants will receive a confirmation email containing information about joining the meeting. This is a webinar you won’t want to miss!

Register

Register by Dec. 7