Presented by: Rick Miller
May 18, 2022
Why are my bonds decreasing in value? Does that mean investing in bonds has changed? What's my next move? Join Rick Miller and find out.
In the fourth and final webinar in the series, Rick and Laura discuss Continuing Care Retirement Communities.
Presented by: Frank Napolitano
November 17, 2021
Using Donor Advised Funds and Qualified Charitable Distributions can optimize charitable donations from a tax perspective. Find out how.