Women, Wine and Wealth

1026 Machin Avenue,Novato CA 94945

03 November, 2021

Description

Year End Tax Strategies With potential policy changes on the horizon, plan for tax-impact! There is still time to plan, but time is short! Act today! Prepare for the proposed Tax PlanLearn to minimize your tax burden Discover strategies to maximize your retirement savingsPresented by Alexia Cloutier of Cloutier Accountancy and Alpha Wealth Management and Planning Andrei Jigalin is a Registered Representative with, and Securities offered through LPL Financial Member FINRA/SIPC. Investment advice offered through Alpha Wealth Management and Planning, a registered investment advisor and separate entity from LPL Financial.