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.

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

Date

Tuesday, March 5, 2019

Time

12:00PM – 1:00PM

Location

Lunch and refreshments to be served.

Sign Up Today!