Replay: 2021 Year-End Wealth Planning Webinar

November 19, 2021

This time of year presents an opportunity to check in on your financial goals and revisit the strategies that best position you for year-end and the coming year. In this webinar, Litman Gregory Senior Advisors Chris Wheaton, Monica Muñoz, and John Baxman cover a variety of important financial planning topics to guide your planning, including:

    • Tax planning
    • Estate & charitable gift planning
    • Long-term care planning

The webinar slides can be viewed here.

 

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