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