- In this session, Jason will explore how strategic philanthropic planning can maximize your charitable impact while potentially reducing capital gains taxes
- He’ll discuss strategies for highly appreciated assets, tax-efficient giving strategies that don’t involve legal expenses, and the powerful role philanthropy can play in legacy planning
- The goal? Help you ensure your values are passed on to future generations
With more than 25 years of experience, Jason Hughes provides a holistic client experience. In his session, you’ll learn how common psychological biases can negatively influence your investment choices. You will also discover strategies to recognize and overcome those biases in order to make more disciplined investment decisions.