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Date/Time
Date(s) - 07/10/2024
5:30 pm - 6:30 pm

Location
Clemens Center

Categories


Clemens Center and John G. Ullman & Associates present

Not Dead Yet! – Tax Strategies Through Life Stages
Wednesday, July 10, 2024
5:30pm – 6:30pm, Clemens Center Upper Lobby

Please arrive by 5:15pm. To facilitate the discussion, workshop participation is limited to the first 30 people to register.

This event is free, and we encourage our neighbors, friends, and loved ones to participate.
Secure your free ticket by registering today at ClemensCenter.org.

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Join John G. Ullman & Associates and the Clemens Center For The Second Presentation of the “Not Dead Yet!” Series

John G. Ullman & Associates and the Clemens Center are excited to announce their partnership for a three-part financial education series titled “Not Dead Yet!” – the second presentation of the series will be held on Wednesday, July 10th at 5:30 p.m. with a seminar on “Tax Strategies Through Life Stages”

The session will be led by JGUA Senior Vice President, Pete Winnett, CFP® and Associate Advisor Leyah Dauber. The pairing will cover topics that could be at top of mind in your tax planning process including…

– The Complexities of Tax, The Purpose of Taxes
– Sales Tax, Income Tax, Federal Tax & Rates
– Real Estate & Property Taxes, Capital Gains Tax Exclusion
– More!

Early registration is encouraged, as each registrant will receive a course booklet that is packed with information pertaining to tax strategies, tax planning, key terms and more.

Questions?
Please contact: Clemens Center Director of Development Craig Bond at CraigB@clemenscenter.org

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