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
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.