Happy Hour with Financial Design: Keep More of What You Earn
Join us on June 11th from 4:30–6:00 PM for a casual happy hour focused on tax-smart financial planning strategies for working professionals, retirees, and business owners.
We'll discuss:
-The impact of tax drag on investment accounts
-Whether you're saving in the right tax buckets
-Building a tax-smart financial blueprint
-Retirement planning opportunities for self-employed individuals
Enjoy refreshments, connect with others, and gain practical insights to help you keep more of what you earn.
Promoted By: Financial Design Agency of Ohio
4:30 pm