Series: Take Charge: Your Money. Your Life.  


2017 Taxes: Start Your Money Plan Here
(4/20/17)

Recording | Slides


Your tax return is the roadmap to your life goals. So don’t file it and forget it. Use it.

We’ll show you how in this webcast with CPA financial planner David Stolz. In the context of today’s dynamic tax environment, he will explain how you can use your tax return to create a well-rounded comprehensive financial plan. In this plain English financial literacy webcast, you will learn:

  • Planning steps to take in the current tax environment
  • How to ensure your retirement plan delivers
  • How to evaluate your investment strategy
  • How to protect your assets
  • And more …

  

 

A FREE Webcast Series Brought to you by 360 Degrees of Financial Literacy and AICPA’s PFP Section From America’s CPA Financial Planners




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