Broker Check
08 March
Tax Savings Strategies as Tax Season Quickly Approaches


With tax season close at hand, it’s a good time to look over your financial decisions with an eye to tax minimization. Could you pay less if you allocated your money the right way? The more money you have, the more of a difference these strategies can make. This webinar will address retirement savings options, tax loss harvesting, and tax optimization for business owners. Wade W. Slome, CFA®, CFP®, a financial planner with over 30 years of experience managing investments, will present. Anyone worried about paying too much in taxes can benefit from this educational event.

Date and Time

Wed, Mar 08, 2023

12:00p - 1:00p PST


Virtual Webinar


Event Registration