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:
*This webinar will be 15 minutes or less.
- 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