Meet the 1040… Maximizing this financial planning tool!

D (1)
D (1)
Main
5/17/2018
2:20 PM - 3:10 PM
The Client will benefit by making more tax efficient charitable contributions. The client will benefit by having a tax diversified portfolio in retirement. The presentation will help participants and their clients plan for short term and longer term tax savings through tax-focused retirement savings and investing steps.