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Charitable Trust & Tax Planning Webinar
June 6 @ 8:00 am - 9:00 amFREE
You are invited to join Frank Oliver, Owner and CEO of Oliver Asset Management, and Jonathan Lee, Founder of Foundation for Financial Education, for a very important educational webinar on Charitable Trust and Tax Planning on Saturday, June 6th at 8:00 am MDT.
The following topics will be covered:
– An Introductory Course for Charitable Trusts
– Learn Key Differences Between Tax Avoidance vs Tax Deferral
– Uncover the Secrets to Tax Harvesting
– Understand Three Pivotal Ways to Do a Roth
To learn about these powerful tax saving strategies, click the link below to register: