Join us to learn how to cut your tax bill so you aren’t giving up money that belongs in your pocket. Discover top strategies that will maximize your investments and minimize your taxes. Discussion topics will include how to: find the silver lining in a loss, generate retirement income from your portfolio, build your own inflation-proof source of income, and take deductions for capital losses. Don’t miss this opportunity to put a plan in place so you can keep what’s yours and protect your investments for future years.
Presenters: Juan C. "JC" Villalobos, Wealth Management President, SunBright Wealth Management Laura Lee Blake, Esq.