EVENTS
[WEBINAR] CARES Act: Impact on Retirement Plans and Charitable Giving
The global health crisis has impacted financial plans and futures. The CARES Act gives individuals options to utilize Retirement Plans and IRA's to help deal with the economic impact of the pandemic. It's also increased the Charitable Deduction AGI limit for cash gifts.
Todd Marschall CFP and Financial Advisors, Paul Babych and Corey Cresenzi, will provide clarity and guidance on the temporary changes and potential options for charitable giving in this interactive webinar.
A Q&A session will follow the presentation. We recommend submitting your questions in advance when you register. You will also have the opportunity to submit questions throughout the webinar.
In partnership with
US/UK Financial Planning & Tax Info Session
Join St. George's Society and Brite Advisors USA, Inc. to learn the nuances of UK and US pensions and financial planning. A presentation on US taxes will also be given by international tax specialist Jim Cassidy.
The session will cover:
UK Pensions
UK/US Financial Planning
Navigating US Taxes for Expats
A networking reception will follow where attendees can ask further questions in a more informal setting.
Light bites and beverages will be served.
FREE TO ATTEND
In partnership with
Brite Advisors USA, Inc., is a registered investment advisory firm specializing in international pension advice and transfers. Their experienced advisors offer clients a variety of bespoke solutions tailored to their individual needs to help best prepare for retirement.