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Important Financial & Tax Strategies for 2021 In-Person
Do you have a tax game plan for 2021? Join Greg Crothers, CFP®, CLU®, CLTC, to learn how your tax strategies for 2021 should differ from last year’s. Greg will cover required minimum distribution plans as well as Roth IRAs vs. traditional IRAs and rules on contribution to and distribution from both.
This virtual event will take place via Zoom. An invitation to the meeting will be emailed by the day of the program.
Registration has closed.