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Events hosted by Executive Wealth Consulting Group

Man doing taxes

Retiree Tax Planning Strategy Seminar

Thursday, January 27, 6:00 PM - 7:30 PM

Please join us for an informative event where you will learn about:

  • Appreciated stock gifting strategies (Donor-advised funds)
  • Managing capital gains and the 0% tax bracket
  • Custom retirement plans for consulting income
  • Tax effective retirement income planning
  • When to convert to a Roth IRA
  • Diversification strategies in the profit sharing trust


Neither Stifel nor its associates provide tax or legal advice. You should consult with your tax or legal professional regarding your particular situation. This seminar is financially sponsored, in part, by Blackstone, which is not affiliated with Stifel. A representative from Blackstone will be in attendance to answer questions.

Hand working on calculator

Retiree Tax Planning Strategies

Wednesday, February 9, 4:00 PM - 5:00 PM

Please join us for an informative event where you will learn about:

  • Appreciated stock gifting strategies (Donor-Advised Funds)
  • Managing capital gains and the 0% tax bracket
  • Custom retirement plans for consulting income
  • Tax-effective retirement income planning
  • When to convert to a Roth IRA
  • Diversification strategies in the profit sharing trust


Neither Stifel nor its associates provide tax or legal advice. You should consult with your tax or legal professional regarding your particular situation.

Advisor using calculator

Retiree Tax Planning Strategies

Wednesday, February 23, 6:00 PM - 7:30 PM

Please join us for an informative event where you will learn about:

  • Appreciated stock gifting strategies (Donor-advised funds)
  • Managing capital gains and the 0% tax bracket
  • Custom retirement plans for consulting income
  • Tax effective retirement income planning
  • When to convert to a Roth IRA
  • Diversification strategies in the profit sharing trust



Neither Stifel nor its associates provide tax or legal advice. You should consult with your tax or legal professional regarding your particular situation. This seminar is financially sponsored, in part, by First Eagle Investment Management which is not affiliated with Stifel. Investment products and services are offered through Stifel. A representative from First Eagle Investment Management will be in attendance to answer questions.