Broker Check
30 Oct
Private Monthly Briefing: Potential Tax Saving Opportunities

Description

It’s been said that nothing is more certain than death and taxes. And despite not being able to plan when we pass away, we can certainly plan how much tax we pay while we’re alive.

So, join us to hear Katerina Hencova, CFP®, a Financial Planner with Continuum Consulting Group, discuss alternative strategies to reduce your taxable income, how to manage your tax liability in your high-earning years and in retirement, and keep more money in your pocket. In this webinar, you’ll learn about:

  • Donor Advised Funds
  • Qualified Opportunity Zones/Funds
  • Intangible Drilling Costs

Katerina focuses on building comprehensive financial plans with a specialty in tax planning and reducing income tax liability. She is passionate about empowerment through knowledge and teaches a series of seminars and workshops. Prior to joining Continuum Consulting Group, Katerina spent 9 years as an Investment Advisor Representative with Signator Investors, Inc. where she gained vast experience in retirement planning and employee benefits, personal risk management, and tax planning. As a philanthropist, Katerina is committed to volunteering and community service by acting in different leadership roles with foundations and non-profit organizations.

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Date and Time

Thu, Oct 30, 2025

12:00p - 1:00p PST

Location

Zoom Webinar

PT1H

Event Registration

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