Ideas on how you can prepare for the next tax season and be more efficient with your investments and finances
Tax season is over, but do you feel that you left some money on the table that Uncle Sam scooped up? Come join us for a fun evening of ideas on how you can prepare for the next tax season and be more efficient with your investments and finances over-all. Kristi Denham, LPL Financial Advisor at Jal Dennis Group loves helping her clients strategize tax mitigation so they can keep more of their hard-earned money. She loves sharing the rules of investment accounts so her clients can fully optimize what is out there based on their unique situations. No-one wants to overpay just because they didn’t know their choices out there. Become informed, dream big, and live big!
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