CHECK IN for 2022 - Are you optimized?
Did you review your financial and tax optimization plan for 2022 in December?
If not, have you set time aside to review it this month?
Reviewing and updating your plan is crucial so you don’t miss opportunities to maximize tax efficiency. Join us for our upcoming “Business as Usual in Unusual Times” where we’ll be addressing your top concerns, including:
- Why combined conversations with tax professionals, financial advisors and estate attorneys are more crucial than ever before
- Business resources to get you to the next financial level.
- Review key planning concerns during these uncertain times.
Gain Key Knowledge for 2022. RSVP today to save your seat.
Date and Time
Wed, February 09, 2022
12:30p - 1:00p EST
Join Zoom Meeting https://zoom.us/j/5035985094
Key Financial Resources in 2022 Meeting ID: 503 598 5094 Find your local number: https://zoom.us/u/ac4mYRPtcT