Financial Planning after the Fiscal Cliff: Tax Law Changes and your 2013 Financial & Estate Planning

This event took place on:
Thursday, May 2, 8:30 - 9:30am
Location
Financial Planning after the Fiscal Cliff

KPCC

Join SCPR's Legacy Society for an insider’s view of ways to maximize your planning and tax savings after the American Taxpayer Relief Act of 2012.

SCPR's Legacy Society hosted an insider’s view of ways to maximize your planning and tax savings after the American Taxpayer Relief Act of 2012. We heard from a panel of experts on the issues they’re encountering in their practices, opportunities and challenges in the Fiscal Cliff legislation, and charitable aspects of tax planning.

@KPCCforum
#financialplanning

Panelists:

•           Carol Bradford, JD of California Community Foundation

•           Reynolds Cafferata, JD of Rodriguez, Horii, Choi & Cafferata

•           John Chou, MBA of Waddell & Reed

•           Christine Fuentes, CFP, ChFC, CRPC of Ameriprise Financial Services

For more information please contact Katherine Gfeller, Major Gifts Office, at kgfeller@scpr.org or (626) 583-5145.


The Legacy Society honors members who have included Southern California Public Radio in their estate plans. By making a planned gift to SCPR you establish a legacy that provides the highest quality news and information to current and future generations.  


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