Financial Education Series: Tax Planning 101

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In this session you will learn about the different tax buckets available and how each of them play a vital part in your financial plan. We will go over the impact taxes have on your social security and some tax planning opportunities. Additionally, we will review the current tax environment and share our thoughts on what we believe is coming on the tax horizon. Lastly, we will share with you a few tax tips to help reduce your tax liability. We look forward to seeing you at the event!

Come at 11:30 AM for lunch, served by Izzy’s, follower by a presentation at Noon.

Registration is required.

Click here to register!

Only 34 spots left

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