Wealth Workshop: Year-End Tax Planning Tips
We invite you to join us for lunch and a workshop. Do you feel like you pay too much in taxes? Here’s a chance to learn from real-life examples of money-savings tax planning strategy, guided by CERTIFIED FINANCIAL PLANNER™ Professionals.
This workshop includes information on the following topics:
- Tax loss harvesting
- Optimizing your tax bracket
- Roth conversions and long-term tax flexibility
- Maximizing retirement plan options