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Year-End Planning
October 25, 2022
Time: 10:00am | Cost: Free
Speaker: Rob Fezekas, CFA, Wealth Advisor
There are just a few weeks left in the year, and it’s time to focus on your year-end financial check-list. For Q4, there are several things that you should consider. Some are tax-related, others are planning items, and yet others are investment-related. Now is the time to review this list to ensure that you are prepared for the upcoming year.
Questions?
marketing@elevate-wealth.com
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