Upcoming events

Tax Planning Strategies for the Current Landscape

EDT

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Jason Keller, CFP® , Senior Wealth Planning Specialist

Franklin Templeton Academy

During this complimentary session, we’ll begin by reviewing the current landscape, including key tax figures for 2024, and a look at income and estate/gift taxes. Then, we’ll highlight specific, actionable planning ideas to consider.

For more information: call us at 401.861.4616