Tax & Retirement Strategies
End of Year Tax Planning with Tina Perkins, CPA and Justin Struble. CFP to shed light on some unique tax and retirement planning issues that can be utilized before the end of 2016 and going forward.
Topics:
Workshop is designed for Business Owners, Real Estate Investors, & Investors with at least $500,000 of investable assets. Must RSVP and be registered to attend.
Workshop Details:
Location: The Perkins Building
Address: 4048 Popps Ferry Rd. D’Iberville, MS. 39540
Date/Time: December 15th, 2016 at 6:00 pm
RSVP: (228)392-2991 Seating Is Limited.
We are an independent financial service firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Financial planning, investment advice and insurance provided through Business-owner Strategies Group, LLC a North Carolina Registered Investment Adviser and Licensed Insurance Agency d/b/a BSG Advisers. Wealth CAPS does not provide legal or tax services.