Exciting News!
Vickery Financial Services is now Elevate Wealth Advisory
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Webinar: Year-End Planning
Tuesday, November 30, 2021
Time: 10:00am | Cost: Free
Speaker
- Rob Fezekas, CFA
Wealth Adviser | Bio »
Click here to get more information about this event.
There are just a few weeks left in the year, and it’s time to focus on your year-end financial check-list. For Q4, there are several things that you should consider. Some are tax-related, others are planning items, and yet others are investment-related. Now is the time to review this list to ensure that you are prepared for the upcoming year.
Questions?
Webinar: Philanthropy and Charitable Giving: Get Good From Doing Good
Tuesday, December 14, 2021
Time: 10:30am | Cost: Free
Speaker
- Chuck Vickery, CLU, ChFC
Founder and Wealth Adviser | Bio »
Click here to get more information about this event.
Touch, Change, Improve, Impact, and Provide
We are all philanthropists through our payment of taxes that supports our society and humanity. The big question is, do you want the federal and state government to decide on the impact you will have, or do you want to take more control and potentially redirect what you could pay in taxes to the people, causes, and organizations you care about?
Questions?