Date: Tuesday, October 17, 2023, 6:30 PM-7:30 PM
We are excited to invite you to our upcoming webinar, where we will delve into crucial topics that can help you safeguard your financial future. We’ll discuss wealth and estate planning strategies ahead of the 2025 sunset on the Tax Cuts and Jobs Act (TCJA) of 2017.
Join us for an insightful session covering:
- Estate planning pitfalls to avoid
- Legacy planning strategies
- Managing your tax bracket
- Year-end tax planning
This webinar will be hosted by John Lockwood, Certified Financial Planner of CAPTRUST Sacramento, and will feature special guest Daniel Hunt, Certified Specialist in Estate Planning, Trust & Probate Law of the Law Offices of Daniel A. Hunt.
Registration for this event has now closed.
