Private Client Services: Create Financial Opportunities for You and Your Family

Event Detail
  • November 14, 2023
  • 11 a.m. – Noon CT
  • Location
  • Webinar
  • Speaking, Hosting

Watch our complimentary webinar to learn insights on the current tax and investment landscape, as well as explore strategies to help with year-end planning opportunities. We share how you may benefit from a seamless, holistic client experience of integrated income tax, estate tax, risk management, and wealth management services.

Year-end planning opportunities:

  • Tax loss harvesting
  • Qualified opportunity zones
  • Rebalancing with eye towards asset location
  • Required minimum distributions and qualified charitable distributions
  • Charitable planning, including donor advised funds

Who should attend

This session is designed for individuals interested in market, economic, and tax updates.

For more information:
Jenny Carlson
Events Senior

Experience the CLA Promise