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25 June
Tax Allocation Strategies & Understanding the Economy - Evening


Come join us for Larry Rosenthal’s Weekly Webinar event:

Week 4:  Tax Allocation Strategies & Understanding the Economy.

  • The final program of our spring series covers two broad topics: taxes and the economy.  Today, Larry discusses how to minimize taxation of your investments throughout all three phases of financial planning:  Accumulation, Distribution, and Legacy Planning.  In addition, Larry demystifies “The Economy,” explaining how to determine whether the economy is contracting or expanding.  What are the Leading Economic Indicators and how do they impact your financial plan?  This webinar is one hour long.

Date and Time

Thu, Jun 25, 2020

7:00p - 8:00p EST


Web Ex online meeting

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