11
Dec
Permission to Prosper Web Series - Preparing Your Finances For 2021
Description
Year end tax and investment reviews are one of the best ways to get the most out of your investment portfolio. That is why I'm talking about how to prepare your finances for 2021 in my next lunchtime webcast. It happens on Friday December 11th at 12 Noon and you can attend from your home, office phone or computer.
During this 30 minute broadcast, I'll cover these questions:
Attend if you want to:
The permission to prosper webcast series happens every month. CERTIFIED FINANCIAL PLANNER™ Lisa Krall shares her best financial planning tips. A recording will be provided to all who resister.
To register yourself or your friends, click the button on the right to receive the access information via email. Don't forget to save the date!
Here is to your continued prosperity,
- Lisa Krall
During this 30 minute broadcast, I'll cover these questions:
- Are you invested in the best allocation for 2021?
- Could you have taxable gains in your investment accounts?
- Have you considered investment moves to help save on your taxes?
Attend if you want to:
- Prevent paying unnecessary taxes.
- Review or change your investments.
- Feel confident with your portfolio allocation for 2021.
The permission to prosper webcast series happens every month. CERTIFIED FINANCIAL PLANNER™ Lisa Krall shares her best financial planning tips. A recording will be provided to all who resister.
To register yourself or your friends, click the button on the right to receive the access information via email. Don't forget to save the date!
Here is to your continued prosperity,
- Lisa Krall
Date and Time
Fri, Dec 11, 2020
12:00p - 1:00p EST