Description
Welcome to our Tax Strategies Presentation. This event is designed for individuals who are seeking to understand the complexities of the tax code and gain insights into the potential shifts in the tax landscape.
What You Can Expect
- At our presentation, you'll learn from a CFP (R) professional who will:
- Discussing strategies for Required Minimum Distributions (RMDs)
- Discuss Roth conversions, Secure Act 2.0
- QCDs (Qualified Charitable Distibutions) and more
This event is a must-attend for anyone seeking to stay informed and proactive about their tax preparation.
Date and Time
Thu, Jun 13, 2024
5:00p - 6:30p EST