Mid-Year Tax and Income Planning Strategies

Event Details

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.

Venue

Bayntree Wealth Advisors - Training Room
7001 N. Scottsdale Rd., Suite 2065, Scottsdale, AZ 85253

Date

Tuesday - May 2nd, 2023

Time

11:00 a.m. to 12:00 p.m.

Map

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