There are no events to show
The Great Sunset
Oct 29, 2024 04:00 PM Pacific Daylight Time - Oct 29, 2024 05:00 PM Pacific Daylight Time
Virtual Zoom event, San Jose
Virtual Zoom event, San Jose
In a few short years, many high-net-worth Americans might be surprised by the possibility of a larger estate tax liability, as well as other significant tax changes with the 2017 Tax Cuts and Jobs Act (TCJA) expiring, or "sunsetting", at the end of 2025.
Medicare: Are you approaching Medicare eligibility or already enrolled and looking to understand your benefits better?
Sep 30, 2024 01:00 PM Pacific Daylight Time - Sep 30, 2024 02:00 PM Pacific Daylight Time
Virtual Zoom event, San Jose
Virtual Zoom event, San Jose
We invite you to join Wealth Strategist, Griffin Geisler, and guest speaker Ari Parker, Chapter's Head of Medicare Advisory, in this discussion about what you should be doing to prepare for the upcoming Medicare Annual Enrollment Period. This session is for those turning 65 soon, those who already have a Medicare plan, or anyone who might be interested in learning more to help a loved one better understand their options.
The Great Sunset
Jun 25, 2024 02:00 PM Pacific Daylight Time - Jun 25, 2024 03:00 PM Pacific Daylight Time
99 Almaden Blvd San Jose, CA , 95113
99 Almaden Blvd San Jose, CA , 95113
In a few shot years, many high-net-worth Americans might be surprised by the possibility of a larger estate tax liability, as well as other significant tax changes with the 2017 Tax Cuts and Jobs Act (TCJA) expiring, or "sunsetting", at the end of 2025.
Let's start the conversation
If you want to discuss your portfolio or have financial questions, please fill out the below form.
To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.