As the year draws to a close, thoughtful planning can help you make the most of your resources and your giving.

We invite you to join us for a webinar on November 5th at 4pm ET on year-end tax and charitable planning.

What we’ll cover:

• Year-end tax strategies, including tax-loss harvesting and portfolio rebalancing considerations
• Charitable giving vehicles such as donor-advised funds, qualified charitable distributions, and gifting appreciated assets
• Key deadlines to keep in mind before December 31

Whether you give regularly or are considering a larger gift this year, this session will offer practical ideas to help you plan with clarity and purpose.