YWCA’s Economic Empowerment series featuring Financial Advisors, Tricia Hollander Henning and Teri Hollander Albin, providing useful tips on year-end gifting, 529 plan contributions for tax credit, maxing out 401k, Roth conversions, etc. No sales pitch! Lunch is provided. Seating is limited.
MOREWi$e Up: Year End Planning and Charitable Gifting Strategies
Nov 12 @ 11:30 am – 1:00 pm