Personal Finance Workshops
SINGLE TOPIC FOCUS
These single session workshops are designed to focus on a specific financially related topic, area of financial planning or investment management. The workshops are free and are scheduled periodically as we identify a current public need for information. These sessions will contain information from learning a basic understanding of the subject matter through advanced strategies. This is an interactive format where your individual questions are welcomed but not required.
UPCOMING TAX PLANNING STRATEGIES
Register for the class here:
Note: Retirement classes do not appear on this tax registration page. Retirement classes appear on our education website page with registration instructions.
Join Joe Anderson, CFP® and Alan Clopine, CPA, hosts of the KFMB Radio Show“Your Money, Your Wealth” as they teach strategies that may minimize current and future taxes while maximizing retirement opportunities.
- React to Recent Tax Law Changes that Will Effect You in 2011 and Beyond
- Create a Tax-Efficient Retirement Income for Life, Turning a Volatile Market into a Tax Benefit
- Properly Convert Your IRA into a Roth IRA/Does a Roth Make Sense for You? Dispelling Several Myths About Roth IRAs
- Supercharge Your Roth IRA. Conversion by Utilizing Tax Reduction Techniques that are Often Overlooked or Unknown by Your Tax Preparer
- Reduce Tax in Your Small Business - 5 Key Tax Reduction Strategies that Every Business Owner Should Know
- Turn Your Appreciated Real Estate Into High Income-Producing Assets
This event is FREE but space is limited.
