End of Year Investment and Tax Planning Considerations

By Robert on October 4, 2019 in


October 24


07:45 am - 09:00 am

Click to Register: https://www.eventbrite.com/e/end-of-year-investment-and-tax-planning-considerations-tickets-74149744883

Richmond Jewish Foundation

Website: https://www.eventbrite.com/o/richmond-jewish-foundation-4438224611

Weinstein JCC

5403 Monument Ave, Richmond, VA 23226

Richmond, VA, US, 23226

Please join Richmond Jewish Foundation and our investment manager, Glenmede, for breakfast and an hour-long presentation.

We’ll explore the following topics:

  • The current U.S. economic expansion—It’s the longest on record, where do we go from here?
  • Investment themes and strategies for today’s market environment
  • Strategies for year-end charitable giving

Breakfast begins at 7:45am followed by the presentation from 8 – 9am.

This is not a CLE event.