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Lunch and Learn – Tax Planning Strategies & Opportunities

November 17, 2021 @ 12:00 pm - 1:00 pm

Change usually serves up opportunities.

Please join us for a timely and most interesting hour.

We are excited to welcome Stan R. Smiley, ESQ, and Julie Hendrickson, ESQ from the Advanced Planning Group at Cetera Financial Group. As accomplished and highly credentialed professionals in their field, Julie & Stan will review with us the latest pending tax proposals of President Biden’s Build Back Better legislation, including potential planning strategies and opportunities for this year and next, such as Roth conversions, income acceleration, and much more…

Details

Date:
November 17, 2021
Time:
12:00 pm - 1:00 pm
Event Tags:
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Website:
https://us02web.zoom.us/meeting/register/tZUkd-Cqpj4uE9YZJvJ3Gv5Oa0Y92vGsUM1T?mc_cid=4d862a187b&mc_eid=UNIQID

Venue

Online
Online
Online,

Organizer

Erickson Advisors

GREENSBORO
301 N. Elm Street, Suite 301
Greensboro, NC 27401
P: 336-274-9403
F: 336-273-0217

DURHAM
3001 Academy Rd., Suite 110
Durham, NC 27707
P: 919-595-0619
F: 336-273-0217

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Advisory services and securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker-dealer & Registered Investment Advisor. Cetera is under separate ownership from any other named entity.

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