This April, we’re celebrating financial literacy month along with the end of tax season. Join us in a conversational setting as we sip a themed cocktail (recipe provided) and talk about all things taxes including how to grow your money on a tax-free basis, investing in tax-sheltered accounts and managing capital gains and losses. We’ll also discuss the most up-to-date tax laws, and tips and tricks to maximize your return. The Q&A feature will be available during the session to question our tax specialists, Tolen Teigen, FinDec CIO, and Nathan Williamson, Wealth Advisor.
Register and we will send you a virtual kit to prepare you for the session, including your exclusive drink recipe for “Uncle Sam’s Revenge”.