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.


Register

Sponsored By
Financial Planning Program

Contact

Josiah Gonzales
jgon@callutheran.edu
Website

©
©