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Tax Planning in a Changing Economy (Brunch)
Thu, May 08
|Spectrum Investment Advisors
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Time & Location
May 08, 2025, 9:30 AM – 11:00 AM
Spectrum Investment Advisors , 6329 W Mequon Rd, Mequon, WI 53092, USA
About the Event
Join us for an insightful tax planning presentation over brunch where we’ll explore key strategies and opportunities to optimize your financial planning.
Takeaways from the session:
Retirement Plan Contribution Strategies
Roth Conversions
Charitable Giving Opportunities
Tax-Considered Estate Planning Strategies
Tickets
Brunch
$0.00
Sale ended
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