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Charitable Trust & Tax Planning Webinar

June 3 @ 1:00 pm - 2:00 pm

FREE
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:
https://register.gotowebinar.com/register/6569598875634215948?source=FrankOliver

Details

Date:
June 3
Time:
1:00 pm - 2:00 pm
Cost:
FREE
Event Category:
Event Tags:
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Website:
https://register.gotowebinar.com/register/6569598875634215948?source=FrankOliver

Organizer

Oliver Asset Management
Phone:
3034857509
Website:
https://oliverassetmanagement.com