Reserve Your Seat Today!
Learn Strategies to Save on Taxes Today and into the Future
- Reduce taxes paid during your lifetime
- Maximize your after-tax investment results
- Make the most of your charitable contributions
- Minimize estate taxes
Presented by Michael Kelly, CFA®, CFP®, EA, MS and James A. Jones II, JD, CPA, MPAcc of Empirical Wealth Management.
Co-hosted by Greg Childs and Todd Caldwell of Charles Schwab.
Event Details
Lunch and refreshments to be served.
