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October 2023
Year-End Financial Planning Strategies
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. Join our adviser Rob Fezekas as he reviews this list to ensure that you are prepared for the upcoming year.
Find out more »November 2023
Charitable Giving and Your Portfolio
Join us for a review of how you can leave larger donations by redirecting your taxes to the people, causes, and organizations you care about.
Find out more »December 2023
Financial Year in Review
Join the Elevate Wealth Advisory team for a review of 2023, the markets, and their impact on your portfolio.
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