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August 23 @ 9:00 am - 10:00 am
Financial Divas will gather and discuss “Tax Planning – What should you be thinking about now?” High level best practices and tips regarding ways you can minimize cumulative lifetime taxes by taking specific measures today (Roth conversions, gain/loss harvesting, opportunity zone investing) and changes (with potential strategies) brought about by the SECURE Act 2.0. Join us in the “O” to share and learn.
Questions? Contact Paula McMillan at firstname.lastname@example.org or 336.337.9507.