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Tax Planning in a Changing Economy (Brunch)

Thu, May 08

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Spectrum Investment Advisors

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Tax Planning in a Changing Economy (Brunch)
Tax Planning in a Changing Economy (Brunch)

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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