Join us for our Mid-Year Tax & Income Planning Strategies Lunch & Learn on Tuesday, May 2nd.
We will discuss:
- Optimize your tax planning for 2023 with proactive strategies
- Take advantage of the current interest rate environment
- Utilize Roth conversions to save on future taxes
- Protect retirement income from long-term care costs
We invite you to bring a guest and kindly request that you RSVP by April 30th.
[Click Here to Review Lunch Options]
Bayntree does not provide, and no statement contained herein shall constitute, tax or legal advice. You should consult a tax or legal professional on any such matters.
Bayntree Wealth Advisors - Training Room
7001 N. Scottsdale Rd., Suite 2065, Scottsdale, AZ 85253
Tuesday - May 2nd, 2023
11:00 a.m. to 12:00 p.m.