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:
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- Tax planning
- Estate & charitable gift planning
- Long-term care planning
The webinar slides can be viewed here.
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