Retiree Center Investment & Giving Workshop Wednesday, November 8, 2017, 10am – 2:15pm
Room:AGR Hall
Location of Event:UC Davis Campus
Contact Phone #:530-752-5182
Event Type:Free Events, Lectures and Seminars
Presented by:UC Davis Retiree Center
Sponsored by:Retiree Center

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 – 11 a.m., OR 1:15 – 2:15 p.m.
  • 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. Registration required:  by Friday, November 3.

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