Highlights
Highlights from Vaylark Financial’s Harry Potter themed annual client dinner July 31, 2026 at the Society Room in Downtown Hartford.
Client Dinner 2026
Charles opening remarks
Charles Wareham, Financial Advisor and Registered Principal at Vaylark Financial, sets the stage for the tax planning and Roth conversion conversations from our investment and planning partners.
US Energy presentation
Nick White of US Energy discusses how oil and gas leasing investments can reduce taxable income and carve out additional room for Roth conversions.
Griffin Capital presentation
Ran Fuchs of Griffin Capital discusses how real estate investments can undergo an initial markdown in value which greatly reduces the tax liability due with Roth conversions.