Please join 老葡京手机app for an informative webinar scheduled for Wednesday, December 4th, from 8:30 am to 9:30 am EST, featuring Richard E. Morris, CPA, MST, executive vice president and director of tax services, and Gregory M. Estes, CFA, senior portfolio and relationship manager.
As the year draws to a close, it’s crucial to take proactive steps to optimize your financial situation. In this webinar, Richard and Gregory will provide you with valuable insights on year-end tax planning and offer a comprehensive market update, ensuring you’re well-prepared for the financial challenges and opportunities that lie ahead.
Key topics to be covered include:
Prepare for the new year, attend the webinar and ask the questions you have been holding onto.
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