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Jenevieve J. Lenz, MBA
Jenevieve J. Lenz, MBA
Financial Growth Partners Wealth Management Advisor
http://www.yourfgp.com//jenevieve-lenz (571) 375-8040

INVITATION: Do you have a Financial Puzzle or Financial Plan

17 May
INVITATION: Do you have a Financial Puzzle or Financial Plan?

Description


When did you last review your financial plan? 

Is your plan tax-optimized?

How are your professional partners working together to support your needs and objectives?


It's time to to grab these crucial tips and information to improve your business this year!
Reviewing and updating your plan is crucial so you don’t miss opportunities to maximize tax efficiency and law changes that effect you and your team.

Join us May 17th for “Financial Planning Optimization” where we’ll be addressing key needs and  timely concerns, including:

- Key "tax optimization" planning tips during changing times

- Employee retention ideas and benefits you need to know

- Why combined conversations with tax professionals, financial advisors and estate attorneys are more crucial than ever before

Gain knowledge you need today!   
RSVP today to save your seat.

Date and Time

Tue, May 17, 2022

4:00p - 4:30p EST

Location

Join Zoom Meeting https://zoom.us/j/5035985094

Reston, VA

Note

Key Financial Plan Tips for 2022 Meeting ID: 503 598 5094 Find your local number: https://zoom.us/u/ac4mYRPtcT

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