
Increase Your Lifetime Wealth with Tax Planning Webinar - offered at 3 different times
No matter your tax bracket, there are steps you can take now to help minimize the taxes you'll owe in retirement. If you file your taxes in the spring and forget about it the rest of the year, you could be missing out. Learn more at our event with Debbie Taylor, Certified Public Accountant (CPA) and attorney, and the founder and lead wealth advisor of Taylor Financial Group, LLC.
Debbie Taylor, is the Founder and Lead Wealth Advisor of Taylor Financial Group, LLC, a full service, woman-owned financial advising and wealth management firm located in Franklin Lakes, NJ. Debbie’s education and career have spanned many fields, which is why she is able to provide a multidisciplinary approach to help pursue goals and live life to the fullest. Debbie’s passion is in educating and empowering clients and their families to take control of their future, which is why she focuses on advice in all areas, including investment management, insurance solutions, tax planning, retirement planning, and estate planning. Debbie also specializes in providing investment and wealth management advice to high-net-worth individuals and families, and small business owners, who have unique and complex needs.
Date and Time
Tuesday Mar 28, 2023 Thursday Mar 30, 2023
Tuesday, March 28 at 12:00 and 7:30 PM CT
Thursday, March 30 at 6:30 PM CT
Location
Online Webinar - Register Here:
https://bit.ly/IncreaseYour_LifetimeWealth
https://business.chisagolakeschamber.com/events/details/increase-your-lifetime-wealth-with-tax-planning-webinar-5536
Fees/Admission
Webinar is free - presented by Thrivent
Contact Information
ben.prchal@thrivent.com
651-504-8910
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