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Preparing for 2022 and Beyond- Dinner Seminar @ Fish On- Lewes, DE


Location:

17300 N Village Main Blvd
Lewes, Delaware 19958

Directions

Date:

October 5

Time:

6:30 pm - 8:30 pm

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

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