Empowering Older Adults: Benevilla’s Upcoming Workshop on Tax Strategies and Investment Insights
As the calendar year comes to a close, many individuals, particularly older adults and caregivers, find themselves pondering their financial strategy for the upcoming tax season. To assist in making well-informed decisions, Benevilla—a nonprofit organization dedicated to serving older adults and caregivers—announces an enlightening free education workshop titled “Smart Year-End Tax and Gifting Strategies.” This essential session will take place on Tuesday, November 7, from 1:30 to 2:30 p.m. at Benevilla’s Main Campus, located at 16752 N. Greasewood St.
Understanding the Workshop Focus
The workshop is tailored to equip attendees with the practical knowledge necessary for optimizing tax planning and gifting strategies. Led by Stephen Harnden, a CPA and private wealth advisor at Affirm Wealth Advisors—a private wealth advisory practice of Ameriprise Financial Services—the session promises to deliver valuable insights that are both timely and relevant.
Harnden’s expertise will shine a light on tax-saving strategies as the year draws to a close. Participants can expect to learn about maximizing deductions, understanding tax implications of various gifting strategies, and utilizing legal avenues to minimize tax liabilities. In today’s complex tax landscape, these strategies can be instrumental in preserving wealth for both individuals and their beneficiaries.
The Bonus Topic: Political Insights and Portfolio Management
In addition to tax strategies, the workshop will delve into an intriguing bonus topic: “Does Your Portfolio Really Care Who Got Elected?” This discussion aims to clarify the often-discussed connection between election outcomes and market fluctuations.
With elections frequently stirring uncertainty in financial markets, understanding how political changes can influence investment portfolios is vital for making informed financial decisions. Harnden will dissect these influences, exploring whether and how different policies, regulations, and leadership styles might affect investment viability and market performance.
This dual focus of the workshop ensures a comprehensive approach to financial planning, allowing attendees not only to look back at their year but also to anticipate future changes in the investment landscape.
Tailored for All Attendees
This workshop is designed for all levels of financial literacy. Whether attendees are seasoned investors, new to the world of finance, or navigating the financial complexities of caregiving, Harnden’s insights will offer something for everyone. The aim is to demystify tax and investment strategies, providing actionable information that attendees can put to use immediately.
Registration Information
Participation in the workshop is free, making it accessible to older adults and caregivers looking for guidance as they navigate the year’s financial complexities. To reserve a spot, interested individuals can call Benevilla at 623-584-4999 or visit their website at benevilla.org/freeworkshops.
Conclusion
As we approach the end of the year, strategic financial planning becomes imperative. Benevilla’s workshop on “Smart Year-End Tax and Gifting Strategies” is poised to be a vital resource for older adults and caregivers, helping them enhance their understanding of tax implications while exploring the possible effects of political changes on their investments. Don’t miss this opportunity to arm yourself with the knowledge needed to make informed, proactive financial decisions. Join your community on November 7 and take control of your financial future!
