Edit ModuleShow Tags

Wealth Workshop: Year-End Tax Planning Tips

Date/Time

Sep 13, 2019
11:30 AM until 01:00 PM

Description

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

Cost

Free!

Location

View map 100 Pringle Avenue
100 pringle avenue
Walnut Creek, CA

Additional Information

Sponsor

Mercer Advisors

Phone

415-471-9699

Contact name

Alise Kraus

Contact email

alise.kraus@merceradvisors.com

We make every effort to ensure the accuracy of this information. However, you should always call ahead to confirm dates, times, location, and other information.

Edit Module
Edit Module

Edit ModuleShow Tags

Sign up to get our e-newsletter and receive exclusive invites to special events, parties, and happenings.

Edit ModuleShow Tags
Edit ModuleShow Tags Edit ModuleShow Tags

Find us on Facebook

Edit ModuleShow Tags
Edit ModuleShow Tags