Align Your Tax and Investment Plans for Financial Success

Event Detail
  • Date
  • February 21, 2024
  • 11 a.m. – Noon CT
  • Location
  • Webinar
  • Speaking, Hosting
Speakers

Does your financial plan include an analysis of your tax situation? If not, you could be missing opportunities in 2024. It’s not just about the money you make, but how much you keep.

Attend our complimentary webinar to connect the dots across financial, investment, and tax planning.

We'll cover:

  • Cash flow concerns for the upcoming year
  • How taxes affect investment decisions
  • Post year-end tax planning opportunities
  • Upcoming legislative changes

Who should attend

This session is designed for individuals who need help with tax and financial planning.

For more information:
Geraldine Matias
Events Associate

Experience the CLA Promise


Subscribe