19
Nov
Year-End Planning Webinar
Description
You are invited to our Year-End Planning webinar on November 19, 2024, at 12 noon with Ted Cox, Eastern Divisional Manager Director/Senior Investment Consultant at City National Rochdale.
Topics Include:
- Income Tax Planning: Strategies to optimize your tax obligations.
- Estate and Legacy Planning: Ensuring your assets are distributed according to your wishes.
- Planning Documents: Essential documents you need for effective planning.
- Trusts: Understanding different types of trusts and their benefits.
- Asset Protection: Techniques to safeguard your assets from potential risks.
We look forward to your participation in this valuable session. Mark your calendar and join us for insightful discussions and practical advice. Registration is required – click the Register button at the top right.
Ted Cox of City National Rochdale is solely responsible for the content of his presentation and may not necessarily represent the opinions of Equitable Advisors, LLC and its affiliates. Sound Partners, Equitable Advisors and its associates are not affiliated with City National Rochdale.
PPG-7004412.1 (9/24)(Exp. 9/28)
Date and Time
Tue, Nov 19, 2024
12:00p - 1:00p EST