Broker Check
23 March
Financial Planning: 2024 Tax Strategies

Description

Join us for an exclusive event focused on tax planning, tailored to equip you with the knowledge and strategies needed to optimize your financial future. Led by Beverly Whitman, a CERTIFIED FINANCIAL PLANNER™ Practitioner & CPA with over two decades of experience, this event promises a review of the tax strategies utilized in 2023, as well as any potential ramifications of regulatory changes on the tax landscape for 2024, providing invaluable insights on navigating these changes with confidence. 

This event will offer you the opportunity to discover actionable tips to minimize tax liabilities, leverage deductions, and bolster your overall wealth management approach. Seize this opportunity to take command of your financial affairs and pave the way for a brighter tomorrow. Secure your spot now to ensure your attendance at this essential event! Geared towards individuals seeking clarity on the intricacies of the tax code and eager to gain insight into potential shifts in the tax landscape, this event is not to be missed.

Beverly is the founder of Whitman Wealth Management, located in Nocatee and offers integrated financial planning that includes tax planning. 

Date and Time

Sat, Mar 23, 2024

10:00a - 11:00a EST

Location

The Link

425 Town Plaza Ave
Ponte Vedra , FL 32081

Note

Coffee & Panera will be served to attendees. The event will be held in the SAPNA Studio on the 2nd floor. Space is limited so register today!

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