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SUMMARY:2023 Year-End Tax & Financial Planning Webinar
DESCRIPTION:During this session\, Brian Ellenbecker will recap key 2020 tax and estate planning rules.  He will also cover planning ideas for your investment portfolio\, help you assess year-end tax planning opportunities\, review retirement planning strategies and ways to manage your wealth transfer and legacy plans. \nAbout Brian Ellenbecker\, CFP®\, EA®\, CPWA®\, CIMA®\, CLTC®:\nBrian's areas of expertise include retirement income and distribution planning\, income tax planning\, Social Security\, Medicare\, employee equity compensation plans and estate planning.  More... \n\n	\n\n\n\n			\n	\n	\n		\n	Sign Up Now\nSimply provide the requested information below to reserve your spot in the December 8th workshop at NOON.
URL:https://www.shakespearewm.com/event/2023-year-end-tax-financial-planning-webinar/
LOCATION:Zoom
CATEGORIES:Webinar
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ORGANIZER;CN="Shakespeare Wealth Management%2C LLC":MAILTO:myteam@shakespearewm.com
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