Trent Doty and Roger Doty discuss strategies for charitable giving how you may be able to give in a tax efficient manner. Please send your questions or topics you’d like discussed in future episodes to trent.doty@wfa.com. Investment and insurance products are: *Not insured by the FDIC or any government agency *Not a deposit or other obligation of, or guaranteed by, the bank or any bank affiliate *Subject to investment risks, including loss of the principal amount invested.

401(k) vs Pension

Join hosts Trent Doty, CFP®️, CDFA®️, Senior Financial Advisor, and Roger Doty, Senior Vice President of Investments and Branch Manager with Wells Fargo Advisors as they discuss simplifying wealth building strategies to help you build confidence with your financial life. Email us at trent.doty@wfa.com. 

Investment and insurance products are: *Not insured by the FDIC or any government agency *Not a deposit or other obligation of, or guaranteed by, the bank or any bank affiliate *Subject to investment risks, including possible loss of the principal amount invested.