Keys to Finishing the Year Financially Strong
It’s not too late to make some adjustments and finish this year fiscally strong. Find out how in our on-demand webinar Keys to Finishing the Year Financially Strong with Carson Group’s Senior Wealth Planners Tom Fridrich and Kevin Oleszewski.
Learn how to poise yourself to conclude 2022 financially strong, including:
- Roth conversions
- Contributions to retirement and 529 plans
- Tax-loss harvesting, RMDs
- …and more!
Fill out the form to watch the on-demand webinar today.
For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.