Broker Check
09 Feb
Tax, Investment and Wealth Management Seminar


Our team will discuss several important issues, including:

  • The 5 Pillars of Financial Planning
  • How the Secure Act 2.0 will change retirement planning
  • Why your IRAs and 401ks are potential tax disasters waiting to happen
  • How you can turn your IRAs and 401ks into tax free accounts
  • Reduce your tax burden
  • Qualified charitable distributions and required minimal distributions

The seminar is designed to help you and your family avoid the most common mistakes.

Date and Time

Thu, Feb 09, 2023

6:00p - 8:00p CST


Highland Oaks Golf Course

904 Royal Parkway
Dothan, AL 36305
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