- This event has passed.
Year-End Charitable Planning: Tax-Smart Strategies for a Volatile Market
November 1, 2022 @ 11:30 am – 1:30 pm
Join Harrison Miller from Fidelity Charitable to gain actionable strategies for year-end charitable giving and long-term planning during a volatile marketplace. Topics will include Roth Conversions, Privately Held Charitable contributions, and other valuable insights.