There’s a shift in your mindset when you switch from saving and investing all those years to spending that money – and paying taxes on it. There are many options if your goal is to grow or spend and give more of your wealth, but it takes planning. Join us for our workshop on the 5 Phases of an IRA to discover: How the 5 phases of an IRA relate to stages of your retirement, how time can have a great impact on tax-deferred retirement accounts, and strategies for reducing the taxes you and your heirs could pay.

Learn how business valuation can help ensure you’re on track to meet your personal and professional goals.

Explore generosity far beyond the dollars you give and the volunteer hours you serve. Discover the five primary ways each generation expresses generosity, and learn about the factors that shape and influence it.