Description

This session highlights straightforward, ethical tax strategies that help people keep more of what they earn. We’ll cover how to invest more tax‑efficiently, how to use retirement accounts wisely and how charitable giving can be both meaningful and financially smart. Guaranteed to be a crowd‑favorite, attendees will be surprised by how many opportunities they can use — starting right away.

Presented by Carlie Kent and John Bright, licensed financial advisors with Opus Group/Prudential.