Taxes & Politics Presentation 2024
Автор: Pathfinder Wealth Consulting
Загружено: 2024-08-06
Просмотров: 111
Описание:
Following tax season, Pathfinder Wealth Consulting presented insightful information on the intricate relationship between taxes & politics. Pathfinder Partner & Wealth Advisor Jason Wheeler, CPWA®, CFP®, ChFC®, CLU®, AIF®, discussed the latest following taw season, a look into the upcoming election, and strategies to help guide you forward.
The presentation was recorded on April 18, 2024.
Pathfinder Wealth Consulting
[email protected]
pwcpath.com
Wilmington office:
4018 Oleander Drive, Suite 102, Wilmington, NC 28403
(910) 793-0616
Cary office:
121 Edinburgh South, Suite 208, Cary, NC 27511
(919) 463-0018
Advisory services offered through Commonwealth Financial Network®, a Registered Investment Advisor.
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