Contact Us

« All Events

  • This event has passed.

Lunch and Learn – Tax Planning Strategies & Opportunities

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

Register

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…

+ Google Calendar+ iCal Export

Details

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

Organizer

Erickson Advisors
Erickson_logo

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

The Latest from Viewpoints

Your Financial Plan Informs Your Investment Management

July 28, 2021
Read More

Viewpoints in Your Inbox

Join our newsletter for market analysis and investment news, event invitations and more.

Facebook Linkedin

© 2021 Erickson Advisors

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.

 

Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

 

This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisor Networks LLC site at www.ceteraadvisornetworks.com.

Scroll to Top