Lunch & Learn - Roth Conversions, Cost Segregation, and Tax Strategies

Join Riley Moring of Momentum Wealth Advisors and Jared Smith
of J Smith & Company for a Lunch & Learn exploring tax strategy.
About this Event

Lunch & Learn
Make your money work smarter, especially at tax time!

Roth Conversions - Cost Segregation - Tax Strategies

Join Riley Moring of Momentum Wealth Advisors and Jared Smith of J Smith & Company for a Lunch & Learn exploring strategies that could impact your taxes, retirement income, and overall financial plan.

This event is in person, so come ready to learn, ask questions, and enjoy a relaxed learning vibe. Food & beverages will be provided.