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Tax Planning

About Tax Planning

Planning for your financial future may mean investing for the long term, and basic knowledge is critical in helping you determine the right course.

This session will help you:

  • Understand how different types of retirement and investment accounts are taxed
  • Fulfill Short Term, Intermediate Term, and Long-Term strategies to maintain flexibility
  • Identify Commonly overlooked Tax Documents
  • Build and maintain your Financial Inventory to stay organized


Date: Thursday, February 29, 2024

Session 1 - Time: 12:30 p.m. - 1:30 p.m. (PST)
Session 2 - Time: 6:00 p.m. - 7:00 p.m. (PST)

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