Meeting Register Page

Meeting banner
Smart Personal Financial Strategies for Contractors Webinar
Presenters: Tony Perillo, CFP®, Senior Financial Advisor at Wipfli Financial Advisors, LLC; and Anita S. Mahamed, CPA, CFP®, Partner at Wipfli LLP

What does it mean to be tax-efficient in your financial life? With potential tax rate increases on the horizon, this is a topic on many people’s minds. We’ll cover topics like:

• How to take advantage of tax-efficient vehicles in saving for your goals (retirement, education, etc.)

• How to increase tax efficiency with your investment portfolio (why it’s important to diversify)

• Proposed changes to tax law, as well as some additional strategies that can be beneficial in a rising income tax environment

Oct 19, 2021 12:00 PM in Central Time (US and Canada)

Meeting logo
* Required information