WAITLIST*Preparing for 2022 and Beyond- Dinner Seminar @ Fish On- Lewes, DE
Date:
October 5, 2021
Time:
6:30 pm - 8:30 pm
*THIS EVENT IS AT FULL CAPACITY. TO BE ADDED TO OUR WAITLIST, PLEASE FILL OUT THE FORM BELOW*
Discover your true purpose for money with the Fiscal Blueprint™ Planning Process:
- Income Blueprint- Social Security, Pensions, Minimum Dignity Expenses & Withdrawal Strategies
- Investment Blueprint- Risk vs. Return, Stress Test, & Asset Allocation
- Tax Blueprint- Roth Conversions, Gain/Loss Harvesting, Tax Diversification
- Estate Blueprint- Tax Efficiency, Asset Protection, Trusts
