We are pleased to announce that the first Financial Series Session with Dr. Mark Soth will take place on Wednesday April 26 from 6:30pm via Zoom. Session 4, Multiply Your Time/Money Through Investing Part 2, Dr. Soth delves deeper into the options of how we can build a tax and time efficient portfolio. 

Zoom details for the session are as follows:

Join Zoom Meeting: https://us02web.zoom.us/j/87322577460pwd=aDg2SVZ5RTg4UndOeW1ZYW44c0tOUT09

Meeting ID: 873 2257 7460

Passcode: 153236

Future sessions in the Financial Series will be announced once confirmed. An overview of the upcoming session themes and objectives are as follows:

Session 5: Financial Stewardship

We may generate excess capital and have a responsibility to be good stewards of that. Learn the basics of tax planning to maximize how much money you can direct to support your values. Or don’t, and let the government decide for you.

Session 6: Special Moves As You Age Plus Some Q & ?Eh.

Learn about some special moves for common financial issues in early, mid, and late career. Extra time to revisit some Q&A from previous sessions and popular questions.

If you have any questions, please contact Tori at [email protected].