About this Event
Join us on Wednesday, November 13th @ 12:30 for a lunch & learn seminar
presented by Jake Stone, MBA, RFC® - Partner & Wealth Advisor and Jeremy Day,
Wealth Advisor at Carson Wealth, where the focus will be educating YPs on a Core Financial Foundation: Tax Planning.
Taxes are usually everyone’s largest expense and as young professionals, it’s
important to have the upmost cash flow and control. Our generation is the most
educated in history, but not when it comes to finances. Every young professional
can save many dollars over their lifetime with smart tax planning early in their
careers.
During this webinar, Jake and Jeremy will be covering the following topics:
- How does the US Tax System work? - let’s keep it simple and high level!
- What planning techniques are there to utilize for your dollars now and in the
- future?
- Did you know you are a gambler?
- Major tax laws are changing in the very near future that will impact all
- Americans. Don’t let this sneak up on you and be prepared!
- Biggest reminders for young professionals.
- And more!
A taco bar from Barberitos will be provided by our friends at Carson Wealth.
This event will be held in the conference room at Carson Wealth (2674 Peoples Street, Suite 10, Johnson City)
RSVP Required - YPJC members only please.
Event Venue & Nearby Stays
Carson Wealth, 2674 Peoples Street, Johnson City, United States
USD 0.00
