Taxes: Start Your Money Plan Here
Take Charge: Your Money. Your Life.
A FREE Webinar Series Brought to you by 360 Degrees of Financial Literacy and AICPA’s PFP Section From America’s CPA Financial Planners
Taxes: Start Your Money Plan Here
Wednesday, April 27th, 1:30 to 2:30 p.m. ET
Your tax return is the roadmap to your life goals. So don’t file it and forget it. Use it.
We’ll show you how in this FREE, one-hour seminar with CPA financial planners Lyle K. Benson, Jr., CPA/PFS, and Karen Goodfriend, CPA/PFS. They will explain how you can use your tax return to create a comprehensive financial plan. Included in the seminar:
- How to make the most of your tax deductions
- How to ensure your retirement plan delivers
- How to evaluate your investment strategy
- How to protect your assets
- And more …
Plan to attend, even if you are not required to file a tax return this year. Lyle and Karen will answer your questions at the end of the presentation.
To register for this seminar, click here, then click on the Register button at the bottom of the page, and complete and submit the registration form that appears. You will receive an e-mail from messenger@webex.com within five minutes confirming your registration; look for it in your Junk E-mail folder if it does not appear in your Inbox.
How to Choose the RIGHT Financial Planner
