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Charitable Trust & Tax Planning Webinar
June 3 @ 1:00 pm - 2:00 pmFREE
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 Wednesday, June 3rd at 1:00 pm 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: