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Maximize Your Wealth Before Year End

Most financial planning strategies are long-term, spanning multiple years. But some opportunities expire once the calendar year ends. 

During this webinar we discuss strategies that can help you maximize your wealth before 2022 draws to a close and introduce a longer-term planning opportunity that can lead to meaningful tax savings for those with significant wealth if they begin the planning process early enough. (18 min long)

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Director of Financial Planning

Ed Jastrem, MSPFP, CFP, ChFC, CMFS, CLTC, CRPC, AWMA 

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Wealth Manager

Kenzie Ferris, CFP, CLTC, AWMA