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Year-End Charitable Planning: Tax-Smart Strategies for a Volatile Market

November 1, 2022 @ 11:30 am 1:30 pm

Harrison Miller

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.

5420 Peachtree Dunwoody Road
Sandy Springs, Georgia 30342
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