Tax Optimization

Thursday, July 14th

5:00 PM ET

Please join us for an interactive webinar focused on tax minimization and other strategies for optimizing wealth, led by Fairport & Luma Wealth Advisors Emily Shacklett and Peter DeVito. We’ll cover a range of ideas for every stage of your wealth journey, whether you’re just starting out, you’re in your peak earning years, planning or enjoying retirement, including:

  • Tax advantaged ways to save for the future
  • Why tax diversification makes sense
  • How changes to the tax code may affect you
  • Tax sensitive strategies for transitioning wealth

Join the conversation to benefit from a wealth of information that can help you achieve your financial goals.

The Union Club
1211 Euclid Avenue
Cleveland, OH 44115

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