Top Ten Financial Planning Tips for Year End

Tuesday, December 8, 2015

Please join our financial planning team for a webinar on Tuesday December 8th at 4pm EST for a discussion of the top 10 financial planning tips for the end of 2015. There is always a rush to complete year-end tax planning strategies and while many tasks remain the same, there can be opportunities or strategies. In this online presentation we will review planning and suggestions for year-end and have time for individual questions and concerns. We look forward to your participation.

Title: Top Ten Financial Planning Tips for Year End of 2015
Date: Tuesday, December 8, 2015 Time: 4:00 PM - 5:00 PM EST Space is limited.
Reserve your Webinar seat now at: https://attendee.gotowebinar.com/register/906...
​After registering you will receive a confirmation email containing information about joining the Webinar. A recording of this webinar will be available here.

Hawaii

444 Hana Hwy,
Suite D
Kahului, HI 96732
p: 808.871.1006
f: 808.871.1433

Michigan

111 Cass Street
Traverse City, MI 49684
p: 231.929.4500
f: 231.995.7999

Wisconsin

1837 E. Main Street
Onalaska, WI 54650
p: 608.779.0300
f: 608.779.0304

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