Stifel | You're Invited!

“Zoom-In” with The Todd Group:
Year‐End Tax Planning Strategies

Zoom Webinar:
Wednesday, October 23, 2024
12:00 Noon & 4:30 p.m. Eastern Time

Guest Speakers:
Joe Rathert
Senior Wealth Strategist

Kris Gretzchel
Senior Wealth Strategist

Join us for a Zoom webinar!
We will discuss several strategies to consider
for the 2024 tax year-end related to:

Investment Account Review
Retirement Plan Considerations
Gifts to Individuals and Charities
Tax Payments

RSVP Instructions:
Zoom Webinar | 12:00 noon & 4:30 p.m.
Click here to register for 12:00 noon | Click here to register for 4:30 p.m.

To RSVP, please register by Wednesday, October 23.

Hosted by: The Todd Group

Stifel | Todd Group Photo

Todd A. Haacke, CPM^®, CRPC^TM Managing Director/Investments	Todd A. Hicks, CRPC^TM Senior Vice President/Investments
Jeff A. Scheper, CFP^® Senior Vice President/Investments	Bradley A. Clasen Financial Advisor
Adam G. Higgins Financial Advisor Associate	Michele A. Behling, CFP^® Client Relationship Manager
Andrew Hicks Registered Client Service Associate	Matthew Cipri Registered Client Service Associate
Bailey Hedrick Client Service Associate

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