Please join us online for an open forum Q&A session covering a variety of year-end planning topics, including:

• Portfolio rebalancing and tax-loss harvesting.
• Charitable giving strategies.
• View of the markets and outlook for the year ahead.

We welcome you to invite your friends and family to join the discussion.

Please register today. If you would like to submit questions in advance please feel free to do so. Otherwise, bring them with you to the call!