Free

Wealth Workshop - Year End Tax Planning Tips

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100 Pringle Avenue

100 Pringle Ave, Walnut Creek CA 94596

Walnut Creek, CA 94596

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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
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Date and Time

Location

100 Pringle Avenue

100 Pringle Ave, Walnut Creek CA 94596

Walnut Creek, CA 94596

View Map

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