Welcome to a specially festive episode of Wealth Strategies Unleashed with our senior advisors, Robert Gilliland & Karen Heider, discussing tax-free gifting limits, 529 plans, securing a family legacy, and ways to teach financial literacy to the next generation. Let’s navigate this season of giving with a financial twist!
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The information contained herein is intended to be used for educational purposes only and is not exhaustive. Diversification and/or any strategy that may be discussed does not guarantee against investment losses but are intended to help manage risk and return. If applicable, historical discussions and/or opinions are not predictive of future events. The content is presented in good faith and has been drawn from sources believed to be reliable. The content is not intended to be legal, tax or financial advice. Please consult a legal, tax or financial professional for information specific to your individual situation. Material provided by Concenture Wealth Management.