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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