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Your Tax Plan for 2023: Uncovering Opportunities to Manage Your Tax Bill

Join Kelly Olczak, CFP®, Co-Founder, Managing Partner, and Private Wealth Manager, for the educational webinar "Your Tax Plan for 2023: Uncovering Opportunities to Manage Your Tax Bill”

To Be Discussed:
1. 2023 Tax rates, brackets, and changes
2. Additional taxes on high income
3. Tax planning strategies
4. Ideas for managing taxes

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May 18

Savvy Social Security: What Baby Boomers Need to Know About Their Retirement Income