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Our Investor's look at the next 1,460 days

Date: December 7-11, 2020

Time: 11:00 a.m. PST

Location: Your Computer via Zoom

Click here to register.

Monday, Dec. 7:  Taxes: the Bird’s Eye View

Potential tax law changes and how it might (or might not) impact you.

Tuesday, Dec. 8:  Potential Estate Plan Complications

You might need to revisit your estate plan. Tune in to see if you’re a candidate.

Wednesday, Dec. 9:  The Elephant (Deficit) in the Room

It’s a looming issue, but it might not be as daunting as you think

Thursday, Dec. 10:  Investment Opportunities under Biden

Asset categories that may pair well with Biden’s policy agenda

Friday, Dec. 11:  Good News Friday!

No more politics, just good news you might have missed this year.