We host educational events throughout the year for our client in the manner they choose, whether that's a physical event or webinar.
Proactive Tax Planning Workshop
March 25, 2021
11:00 AM PT / 1:00 PM CT /2:00 PM ET
Join us for a 3-part Tax Planning workshop where we will cover topics:
Speaker: Jeremy Keating, MBA Financial Planner
Moderator: Richard Gigliotti, RICP® Financial Planner
Learn more about topics that interest you: retirement, social security, insurance, trusts
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