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While we are familiar with the tax provisions of the issues that will be presented, as Financial Advisors at Pearl Planning, we are not qualified to render advice on tax or legal matters. You should discuss tax or legal matters with the appropriate professional. Investment advisory services offered through Pearl Planning, a DBA of Stephens Consulting LLC., an SEC registered investment advisory.

Under The Radar: Overlooked Tips & Tricks For Your Investment Portfolio

Wednesday, February 21 at 11:00am EST

Join Certified Financial Planner® Melissa Joy to learn practical ways to level up your investment strategy in 2024. This session is a great fit for those who want to make sure they aren’t overlooking opportunities with their investments and want to be proactive in lowering their taxes.

Here is a sneak peek of what Melissa will cover:

  • Simple but crucial mistakes most people make with their portfolios
  • Proactive planning that may lower your taxes now and in the future
  • How to identify when you’ve outgrown DIY and need to get help with your finances

Can’t join us LIVE? Sign up and we’ll send you the replay, once it’s available.

REGISTER NOW

Investment advisory services offered through Pearl Planning, a DBA of Stephens Consulting LLC, an SEC registered investment advisor. Pearl Planning is not a registered broker/dealer. Pearl Planning investment advisor representatives may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.

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