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Tax Planning Seminar

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Have you ever felt like you are paying too much in taxes? We will demonstrate some common year-end tax planning strategies to help legally minimize your tax liability now, and in the future. This seminar will help answer the following questions: When is it optimal to make a Roth conversion? Can I build tax free assets even if I have high income? How do I build tax free assets? Do my investments cause taxes? How would the new tax reform affect me? Class take place at the Financial Advisors Network Offices (FAN), located at 1432 Edinger Ave., Suite 200, Tustin, CA 92780.

Class Details



Schedule Information

Date(s) Class Days Times Location Instructor(s)
11/14/2018 - 11/14/2018 Daily - Wed 6:30 PM - 8:30 PM Tustin, Financial Advisors Network Training Room  Map, Room: Training Room Staff Financial Advisors Network