Lunch n’ Learn Tax Planning Workshop
May 13 @ 11:30 am - 1:30 pm
Smart Tax Strategies for Keeping More of What You’ve Earned
- Expanded deduction opportunities and credits for retirees and pre-retirees
- Simple tax-saving moves, including Roth conversions
- Tax planning strategies for single and married filers, including RMDs (Required Minimum Distributions)
Len Hayduchok, CFP®, founder and President of Dedicated Financial, brings 30+ years of expertise as a fiduciary and financial planner. Len has helped guide over 5,000 individuals and families to greater financial confidence through proactive, tax-smart planning and a personalized approach to financial wellbeing.
Investment Advisory services offered through Turner Financial Group, Inc., an SEC Registered Investment Advisory Firm. CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S. Disclosures: www.DedicatedFinancial.com/disclosures.
FOR EDUCATIONAL PURPOSES AND NO PRODUCTS WILL BE SOLD AT THIS EVENT. Association of Financial Consultants, TM is an IRS-approved 501(c)(3) non-profit organization. It serves as an informational teaching resource for the general public. Association of Financial Consultants, TM is an all-volunteer non-compensated Non-Profit. Our mission is simple, offer high-quality education through free educational workshops and classes in a non-selling environment. Our member fiduciaries and consultants are committed to public service. Association of Financial Consultants, TM acts as an educational resource for Americans who want to learn more about planning for their financial future. We offer educational workshops and classes at no cost or obligation to the attendees. This service is provided by member fiduciaries and consultants in a completely non-selling environment. Our members are committed to ongoing education to help Americans educate themselves and understand complex financial topics through simple language and are bound by a Code of Conduct that demands integrity, accountability, and transparency. Our member fiduciaries and consultants are licensed professionals and share a passion for educating individuals within their community. Our members donate their time and knowledge in classroom-style settings. Association of Financial Consultants, TM offers workshops and classes across the nation. Email us to get information on a workshop or class near you [email protected] or check us out at www.associationoffinancialconsultants.org.
