Online Webinar

9:00am PST

Did you know that financial planners’ ears perk up when they hear that someone is experiencing a low-income year? Whether you are starting a business, enjoying a sabbatical or between jobs after a layoff, a low-income year, low-income years open up unique tax and investing opportunities that can build long-term wealth even as a person experiences a temporary dip in salary. 

Join financial advisors Hannah Farrow (former Apple PM, CFP certificant, MIT BS) and Chris Casale (MS in Financial Planning, Georgetown Finance BS) for a discussion of how exactly a low-income year can contribute to your long-term wealth, and whether and how you can take advantage of these opportunities. You’ll walk away understanding how tax brackets work for income tax and capital gains, as well as specific opportunities only open to individuals with certain income levels. Hannah and Chris will also address how a financial planner would think about triaging your broader financial picture if cash becomes tight. 

A low-income year may be “change you chose” or “change that chose you;” either way, we hope this presentation will help you understand the agency and power you can find in this unique moment in your long, winding financial life. 

Can’t make it this time? All registrants will receive a recording of the session, but we invite you to attend the live session to ask questions and download the accompanying hand-outs. 

Learn more about RightWise Wealth, including important disclosures, here.