What happens when three exprerienced Financial Advisors ask themselves, "How can we be a more benefical resource to our clients and their financial future?"  The results is a powerful, educational series of webinars created with YOU in mind. We're tapping into our connectons and our resources to bring you the quality informaiton you have been asking for. This is a unique opportunity to hear from nationally recognized speakers and experts, sharing their experience and their knowledge with you.

Registration is NOW OPEN for December 7, 2023  CLICK HERE TO REGISTER

December 7th

 Tax Strategies & Estate Planning

Fundamentals and Advanced Strategies

Presented By:

 JOHN DWYER, CPA/PFS, CFP^®, CEPA^®

DIRECTOR, WEALTH STRATEGIST WITH CITY NATIONAL ROCHDALE

And

DEAN A. MIOLI, CPA, CFP^®, CIMA^®, CLU^®, AEP^®
DIRECTOR OF INVESTMENT PLANNING, INVESTMENT SERVICES TEAM WITH SEI

TOPICS
PROPER TITLING, BENEFICIARY DESIGNATIONS, ADVANCED ESTATE PLANNING IDEAS, YEAR-END THOUGHTS AND TAX STRATEGIES, DONOR ADVISED FUNDS, QUALIFIED CHARITABLE DONATIONS -- AND PROBABLY MORE!

 _{These seminars are for information purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS, Guardian, Hammortree Financial Services, Novin Cannon Financial Group. Strategic Wealth Partners or Wealth Strategies and opinions stated are their own. This material is intended for general public use. By providing this content, Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. 2023-155738 Exp 6/23}