Drafts & Deductions

While the December 31st deadline may feel far away, the most effective strategies start well before year-end. We invite you to join us for a complimentary conversation designed to help you stay ahead.

Discover practical ways to boost your investment efficiency – including timing Roth conversions, optimizing asset location, maximizing tax-advantaged accounts, and making charitable gifts with added tax benefits.

SEE MORE BELOW
DATE: 
Monday, September 22
Time: 
12 - 2 PM ET
Location: 
Leland Brewing Company
ADDRESS: 
2115 Ale Ave
,
Leland
,
NC
Choose the session that fits your schedule. Act now, attendance is limited per session. 
IN-PERSON EVENT
Date:
Thursday, October 30
time:
5 - 7 PM
Location:
Bridgewater Wines + Dines
48 Waterford Business Center Way
> Reserve event
IN-PERSON EVENT
Date:
Monday, September 22
time:
12 - 2 PM ET
Location:
Leland Brewing Company
2115 Ale Ave
> Reserve event

Register

Hosts

Brian Fleming

Senior Vice President, Wealth Advisor

Cole Fleming

Associate Vice President, Wealth Advisor

Meet the presenter

Brian Fleming

Senior Vice President, Wealth Advisor (Fuest & Klein)
Robert leads Fuest & Klein’s work building tailored retirement and pension solutions for entrepreneurs and high-earning professionals. He’ll walk through both the math and the practical implementation steps you can take immediately.

Cole Fleming

Senior Vice President, Wealth Advisor (Fuest & Klein)
Robert leads Fuest & Klein’s work building tailored retirement and pension solutions for entrepreneurs and high-earning professionals. He’ll walk through both the math and the practical implementation steps you can take immediately.

Reserve today

Attendance is limited per session; teams and guests are welcome. After you submit your registration, you’ll receive the event details. You will also receive a follow-up offer for a complimentary personalized tax-savings estimate. 

Questions? Contact Robert Fuest at r.fuest@fuestklein.com