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Workshop Events
Optimizing Your Tax Strategy
Gain Control of Your Taxes in Retirement
Tuesday, August 31st at 12:00 p.m. PDT
Thursday, September 2nd at 4:00 p.m. PDT
If you have an IRA, Roth, 401k, 403b or any other retirement accounts, you don't want to miss the opportunity to learn about:
How
Biden's proposed tax laws
may impact your retirement income.
What's changing for
taxes and Social Security in 2021
.
And so much MORE!
REGISTER NOW!
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Home
About
Meet the Team
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Resources
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Contact
Events
Client Portal