Taxes and Your Financial Health

Tuesday April 27, 2010  Starting at 12:00pm

Now that you’ve filed your 2009 taxes, would you like to discover ways to use taxes to your advantage as a financial planning tool next year?

This innovative workshop is the second of a 4-part educational series to help you develop a broad understanding of frequently overlooked ways to maximize your financial planning effectiveness.

A question/answer period will follow the presentation. Lunch will be served. Reserve your seat today by calling Carmen at (626) 796-1083 or email the address below.