Retiree Center Investment & Giving Workshop

             

Retiree Center Investment & Giving Workshop


On behalf of UC Davis Retiree Center and Fidelity Investments, you and a guest are invited to an educational seminar on tax-efficient investing and charitable giving.

Wednesday, November 8th, 10 AM – 11 AM
or
Wednesday, November 8th, 1:15 PM – 2:15 PM

AGR Hall, Buehler Alumni Center, Davis campus

This seminar has been crafted to help you:

  • Understand the impact of taxes on your portfolio
  • Identify how you can build a charitable legacy
  • Understand the value of charitable giving vehicles
  • Identify strategies to help you plan for taxes in your portfolio
  • Discuss the impact of Minimum Required Distributions at the age of 70½.

Seating is limited.