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02 May
Tax, Investment and Wealth Management Seminar

Description

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

Tue, May 02, 2023

6:00p - 8:00p CST

Location

The Enterprise Country Club

3000 Ozark Highway
Enterprise, AL 36330
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PT2H

Event Registration


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