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    Charitable Giving Strategies and Your Legacy

    This presentation was brought to you in partnership with Ronald McDonald House Charities of the Capital Region and will review the benefits of leveraging different strategies and how they could impact your financial and tax planning roadmap.

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  1. Webinar: Choosing Your Retirement

    On May 23rd, 2018, we held a live webinar for clients and community members which addressed some of today’s biggest retirement planning decisions. The recording of this webinar is available now for on-demand viewing.

  2. Webinar On-Demand: Tax Reform Facts, Strategies, and Insights – January 2018

    On-demand webinar discussing tax reform and its implications for individual investors and business owners.

  3. Year-End Tax Planning Webinar – December 2017

    On December 6th, we covered year-end tax planning tips during a LIVE webinar.

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