Quantcast

West Ventura News

Saturday, November 23, 2024

California Lutheran University: Year-end Investment Updates

5243

California Lutheran University recently issued the following announcement.

What steps could you take for your year-end investment before we cross over to 2022? Hossein Salehi, PhD, CFP, will interview Jeremy D. Witbeck, MBA, CFA, CFP, on “Year-End Investment Updates.”

In this session, we will discuss the following topics:

  • Tax code refresher
  • Retirement accounts
  • Health savings accounts
  • Tax loss harvesting
  • Asset location optimization
  • Charitable donations
Witbeck is a partner with Polaris Wealth Advisory Group, LLC. Before joining Polaris Greystone, he worked as a portfolio manager in the greater Los Angeles area where he built customized portfolios for high-net-worth clients and developed client relations. He has an extensive background in the financial service industry.

The event is free but registration is required. Participants will receive a confirmation email containing information about joining the meeting. This is a webinar you won’t want to miss!

Original source can be found here.

ORGANIZATIONS IN THIS STORY

!RECEIVE ALERTS

The next time we write about any of these orgs, we’ll email you a link to the story. You may edit your settings or unsubscribe at any time.
Sign-up

DONATE

Help support the Metric Media Foundation's mission to restore community based news.
Donate