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.

DATE: 
Monday, September 22
Time: 
12 - 2 PM ET
Location: 
Leland Brewing Company
|
2115 Ale Ave
,
Leland
,
NC

Itinerary

Register

Hosts

Brian Fleming

Senior Vice President, Wealth Advisor

Cole Fleming

Associate Vice President, Wealth Advisor