Don't miss this evening of fine dining and valuable insights as we discuss these key topics:
- Strategies for Highly Appreciated Assets
- Charitable Tax Planning
- Retirement Tax Planning
- Estate Planning
Event Details:
Off The Hook
908 Warrendale Village Drive
Warrendale, PA 15086
Wednesday, November 13th | 6:00 PM
RSVP Below By October 30th
(Space is limited)

8050 Rowan Road, Suite #602
Cranberry Township, PA 16066
724.658.4211 | events@ca-wm.com
Securities offered only by duly registered individuals through Madison Avenue Securities, LLC (MAS), member FINRA/SIPC. Investment advisory services offered only by duly registered individuals through Capital A Wealth Management, LLC (CAWM), a Registered Investment Adviser. Certain CAWM registered individuals may market investment advisory services under the marketing name Kiefer Financial Services (KFS). CAWM and KFS are not affiliated with MAS. The tax and estate planning information presented is general in nature. It is provided for informational purposes only and should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. 10/2024