Year-End Planning: Strategies to Help You Save on Taxes & Get More Out of Your IRA

Name: Year-End Planning: Strategies to Help You Save on Taxes %26 Get More Out of Your IRA
Start: 2022-12-07
End: 2022-12-07
Location: Lewes Public Library

The end of the year is a great time to take a look at your finances and make any necessary changes to ensure that you’re taking advantage of all the tax breaks available to you.
Join Black Diamond Financial Advisor, Bethany Lewis, CRPC®, for this live, in-person Money School seminar for some actional tips to help you maximize your IRA and reduce your tax burden for 2022.

Date

Dec 07 2022

Expired!

Time

10:30 am - 11:30 am

Labels

Library Workshop

Location

Lewes Public Library

111 Adams Ave, Lewes, DE 19958

Category

Library Workshop

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Black Diamond Financial Services is a private wealth management company that provides comprehensive financial planning and investment advice. Our personalized approach to wealth management includes customized solutions for all of our clients, including the business owner. We provide assistance with succession planning, employee retirement plans, as well as 401(k) rollovers and life insurance planning. Black Diamond Financial Services has been helping generations of investors grow, protect, and manage their wealth since 2010.

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Registered Representatives with securities offered through The Leaders Group FINRA/SIPC. Investment advice offered through BDFS Capital LLC, a Registered Investment Advisor. The Leaders Group and BDFS Capital, LLC are not affiliated. The registered representatives with Black Diamond Financial Solutions may only discuss securities or transact business with persons who are residents of DE, FL, MD, MI, NJ, PA . No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under securities laws of such jurisdiction.