Description
Welcome to our Tax Strategies Presentation.
We will be discussing utilizing tax deferral to optimize legacy and tax planning.
Dave Emmerich is not affiliated or registered with Cetera Investment Services LLC. Any information provided by Dave is no way related to Cetera Investment Services LLC or its registered representatives. Cetera Investment Services LLC exclusively provides investment products and services through its representatives. Although Cetera does not provide tax or legal advice, or supervise tax, accounting or legal services, Cetera representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice.
Date and Time
Mon, Mar 10, 2025
4:30p - 6:00p PST
Location
Flushing Bank
Note
Microsoft team event or in person https://teams.microsoft.com/l/meetup-join/19%3ameeting_MGFiZjIwNjYtMmMxNC00YTZmLTkwZTgtZGY3ZGU3MDkxNDZi%40thread.v2/0?context=%7b%22Tid%22%3a%22172a0f18-2ef6-4316-bede-dec01d7ac4b8%22%2c%22Oid%22%3a%2215cc11fa-1b71-4eff-b232-dff04e9860bf%22%7d Meeting ID: 263 326 085 167 Passcode: eW9c2yJ3 ________________________________________ Dial in by phone +1 607-378-3231,,668358514# United States, Elmira Find a local number Phone conference ID: 668 358 514#