Cart (0)
Instructor: Adam Elroy
|
No biographical information available |
Courses by this instructor
Charitable Giving Strategy
Whether you're considering a one-time donation or making ongoing gifts, integrating charitable giving into your overall financial strategy may yield greater benefits for the charity (in the form of more money) and to you - as a tax deduction. Gaining a basic understanding of how charitable giving may affect your taxes can help you get the most from your giving strategy.
Tuesday, September 15, 2026, NEC*N101
Creating Your Retirement Paycheck
You've spent years investing so you can retire on your terms, but as retirement nears, the purpose of your portfolio will begin to change. It no longer has to get you to retirement; it has to get you through retirement. And as your regular paychecks stop, you'll need a strategy to help provide for your income needs throughout retirement.
Tuesday, November 17, 2026, NEC*N101
How Are My Investments Taxed?
During this session, we will learn how different kinds of accounts and investments are taxed. We will also explore how to invest tax efficiently.
Saturday, September 26, 2026, NEC*N101
