Broker Check
16 Feb
Planning with The Aventurine Method: A Broadcast Series

Description

Join us for our first online summit in our 2023 series! This month we will discuss the following and more:

  • Our goals for Aventurine Wealth Management for 2023.
  • 1099s and their timely delivery to you.
  • RMDs and strategies for the year.
  • New comprehensive financial planning services offered as well as family planning meetings.
  • Secure Act 2.0 rundown and how it affects you as well as updated retirement plan limits.
  • 2023 Market Update with our partners at First Trust Portfolios L.P.

*This webinar will be 15 minutes or less.

Date and Time

Thu, Feb 16, 2023

4:30p - 4:45p EST

Location

Zoom

PT15M
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