Tax-Free Retirement Workshop
This is an educational workshop on opportunities for tax-favored/tax-free investment strategies under the IRS tax code. No products will be sold or promoted. A copy of the best-selling book The Power of Zero will be given away.
AGENDA:
5:30 - 6:00 pm: Registration, pizza and drinks
6:00 - 7:00 pm: Workshop
SPEAKERS:
Ryan W Nemitz, CPA, Partner, Mitchell & Nemitz, PA
Ryan has been a CPA in public practice for 22 years and has been in the Wake Forest area for 19 years. Ryan works in the area of individual and business income taxation.
Brian Solik, CRPC. President, Wealth Preservation Strategies
Brian has been a financial advisor for over 17 years, first at Merrill Lynch, and now as an independent. He has written numerous tax-related articles that have been published online by the following news sources: Wall Street Journal CNBC, CBS MoneyWatch, LA Daily News Boston Globe, Huffington Post, Turbox Tax, and others.
Date and Time
Monday Oct 23, 2017
5:30 PM - 7:00 PM EDT
October 23, 2017
5:30 - 7:00 pm
Location
Wake Forest Area Chamber of Commerce
Conference Room
350 S. White Street
Wake Forest, NC 27587
Fees/Admission
Free
Contact Information
919-556-1519
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