Carnegie Investment Counsel Blog

2022 Wealth and Taxes Webinar: Tips to Help Maximize Your Bottom Line

Posted by Carnegie Investment Counsel on Feb 19, 2022 2:00:00 PM

Wealth and Taxes Webinar Blog Post

If taxes confuse you, rest assured that you are not alone. We often hear common questions from our clients around RMDs, 529 Plans, rules around charitable gifts, and more. To help demystify these topics, Carnegie Investment Counsel will host a free webinar on Wednesday, February 23rd, at noon.

Speakers:

  • A. Christine Bretz, CPA, CFDA of Singer, Berger, Press & Co.
  • Bryan R. Blackburn, CFP® of Carnegie Investment Counsel

Following the presentation, there will be time for Q&A. Feel free to think of questions ahead of time.

Please register here for the free webinar.

 

Need a Financial Advisor?

If you are currently looking for help with financial planning, contact us. We are happy to schedule an introductory meeting at your convenience.

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Topics: Financial Planning, Wealth Management, Taxes

Carnegie Investment Counsel

Written by Carnegie Investment Counsel

Carnegie Investment Counsel is an Registered Investment Adviser (RIA) providing personalized financial guidance to help you preserve and grow your wealth, so you are freer to enjoy your life. As your fiduciary, we are obligated to place your investing success ahead of our returns.

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