The Foundations of a Great Tax Plan

Sponsored by: Cerebral Tax Advisors

Hosted by:

Alexis Gallati

Founder and Lead Tax Strategist
Cerebral Tax Advisors

Learning objectives:

  • Actionable tips to grow your retirement nest egg
  • Identify tax minimization strategies well suited for you and how to use them
  • Understand the benefits and steps required to personalize your financial planning

To see the full presentation, please click through the slides below: