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