Broker Check
07 Dec
Equity Market Update and Year-End Proactive Tax Planning for 2023 Webinar


A “Proactive” approach to your financial and tax planning instead of a “Reactive” approach can produce better results!

Please join us for our Year End Tax Webinar presented by WillowTrusts Jim Nowak!

This will be an informative event as we discuss potential year-end strategies that could help investors minimize taxes and solidify their overall financial planning.

Invite a friend! This event is for our clients and their guests.

LPL Financial and WillowTrust Wealth Management are not tax professionals. We encourage you to discuss your specific tax issues with a qualified tax advisor.


Date and Time

Thu, Dec 07, 2023

11:00a - 12:00p EST


Online Webinar


Event Registration