Smart Tax Strategies for Every Stage of Life - Gainesville Seminar

Learn How to Minimize Taxes During Accumulation, Retirement, and Wealth Transfer

During this interactive session we will explore:

• Understanding the three stages of the tax journey and strategies for each.
• Maximizing controllable elections to potentially reduce income taxes.
• Considering taxes when creating an efficient retirement income plan.
• Thinking about wealth transfer and making informed decisions about beneficiaries.

Where: Hilton Ocala 3600 SW 36th Ave, Ocala, FL 34474

When: Thursday, February 27, 2025

Time: Doors open at 5:30pm, Seminar starts at 6:00pm

A complimentary dinner will be served.

Register today, space is limited!

CFS and its representatives do not provide tax advice. For specific tax advice, please consult a qualified tax professional.