Welcome to Optimize Taxes: Learn strategies to pay less and keep more.
Taxes are on sale right now! Join us in this complimentary educational seminar to learn why and how to capitalize on it.
“We all need to pay taxes...but we don’t need to leave the IRS a tip!”
GET ANSWERS TO YOUR QUESTIONS
- Why are taxes “on sale” right now?
- What can change when it comes to my tax plan?
- Who can help me with my tax planning?
- Is a Roth conversion the answer? I’ve been hearing a lot about that...
- What strategies can I use to avoid overpaying my taxes?
- Why now? When are taxes going up?
and more...
Don't miss this opportunity to gain valuable insights on tax planning!
Limited space, sign up to secure your spot today!
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Nothing discussed at a group presentation shall be considered specific advice. Consultations, advice, and group presentations are provided with the understanding that Chalk Money, LLC, its employees, representatives, partners, officers, agents, or associates do not give legal or tax advice or practice law. Implementation and "Funding" (transferring ownership of assets to a trust) of an estate plan is the responsibility of the client(s).
Advisory services are offered through Chalk Money, LLC, a DBA of Forefront Advisor Network.
