Broker Check
04 Nov
11-04-2020 Webinar: 2020 Year End Tax Planning Strategies

Description

Hosted By: Lon W. Broske, CFS®, CFP® 

Here's What You Will Learn:

  • The huge impact that taxes have on your financial plan.
  • What the SECURE Act could potentially mean for your heirs.
  • Using Roth conversions to possibly offset future tax hikes.
  • What is tax-loss harvesting, and how it may help you this year!
  • Year-end tax strategies to be considering

Date and Time

Wed, Nov 04, 2020

1:00p - 2:00p CST

Location

Virtual Webinar: Pines Wealth Management

St. Louis , MO 63141
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