Broker Check
20 April
Tax, Investment and Wealth Management Seminar


The Seminar is Designed to Help You and Your Family Avoid the Most Common Mistakes.

  • The 5 Pillars of Wealth Management
  • 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 

Date and Time

Thu, Apr 20, 2023

6:00p - 8:00p CST


Fire Stone Wood Fired Grill

250 South Oates Street
Dothan, AL 36301
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Event Registration

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