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SUMMARY:Tax Planning in Retirement seminar
DESCRIPTION:COMPANY: Hilltop Planning \nTITLE: Tax Planning in Retirement \nPRESENTOR: Jeff Morneault (CFP\, EA\, RICP) \nEVENT DETAILS: Tuesday\, July 15th *\n4:30 p.m.– 6 p.m. – Independence Hall Activity room \nWHAT RESIDENTS WILL LEARN: \n\nRoth Conversions: How to run tax projections and strategies to pay tax on conversions.\nTax Gain & Loss Harvesting: Benefits of harvesting losses and resetting tax basis on gains.\nTax-Efficient Investing: Matching asset allocation with location & efficient withdrawals\nTax-Efficient Gifting: Bunching gifts for deductions\, Qualified Charitable Gifting\, DAFS.\n\n****Q&A TO FOLLOW PRESENTATION \nCONTACT INFORMATION: 512-222-9083\, hilltopplanning.com
URL:https://www.stagging.kissingtreeresidents.org/event/tax-planning-in-retirement-seminar/
LOCATION:Independence Hall Activity Room
CATEGORIES:Clubs & Groups,Events
ORGANIZER;CN="Kissing Tree Community Life":MAILTO:ktmc@coherelife.com
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SUMMARY:DI College Athletics presentation
DESCRIPTION:Presentation on huge changes to DI College Athletics\nLet’s talk Alston vs NCAA\, House vs NCAA\, and NIL (Name\, Image & Likeness) \nTuesday\, July 29\n5:30 pm – 6:30 pm\nIndependence Hall\nZito Health & Wealth Activity Room \nTracy Shoemake – Presenter\nTexas State University Executive Senior Associate Athletics Director – Internal Operations/SWA\nKT resident \nAfter more than 35 years of leadership roles in DI college athletics\, Tracy Shoemake will share thoughts and answer questions about the most interesting\, unsettling and\nchallenging times in collegiate athletic history.
URL:https://www.stagging.kissingtreeresidents.org/event/di-college-athletics-presentation/
LOCATION:Independence Hall Activity Room
CATEGORIES:Clubs & Groups,Events
ORGANIZER;CN="Kissing Tree Community Life":MAILTO:ktmc@coherelife.com
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