Tax Seminar for Edwards Members

Schedule

Thu Mar 12 2026 at 11:30 am to 05:00 pm

UTC-07:00

Location

39963 West 10th Street West, Palmdale, CA, United States, California 93551 | Palmdale, CA

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Smart Tax Planning Starts Here.
Join Edwards Federal Credit Union and Golden Solutions Group for a Two-Part Tax Planning Seminar.
Planning ahead can make a meaningful difference when it comes to your financial future. We’re inviting Edwards FCU members to attend an educational seminar designed to help you better understand tax planning strategies for individuals and business owners.
Date: March 12, 2026
Location: Edwards FCU Palmdale Branch
39963 10th Street West, Palmdale, CA 93551
Complimentary refreshments will be available.
Session 1: 11:30 AM for Individuals
Designed for individuals and families looking to strengthen their personal tax and retirement planning strategies.
Topics include:
• Retirement planning considerations
• Tax diversification strategies
• Year-end tax strategies
• Estate taxes
• Life events that impact your taxes
• Record-keeping best practices

Session 2: 5:00 PM for Business Owners
Focused on tax planning strategies tailored to business owners and self-employed professionals.
Topics include:
• Strategic retirement planning for business owners
• Estimated tax planning
• Year-end planning opportunities
• Record-keeping guidance
• Navigating major financial life events
• Tax diversification strategies

Both sessions will include time for Q&A, and attendees will have the opportunity to schedule a one-on-one consultation.
Reserve Your Seat Today
Email [email protected] to secure your spot.
Space may be limited. Advance registration is recommended.

Golden Solutions Group LLC is not affiliated with or owned by Edwards Federal Credit Union. Insurance and investment products are not NCUA insured, not credit union guaranteed, and may lose value.
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Where is it happening?

39963 West 10th Street West, Palmdale, CA, United States, California 93551

Event Location & Nearby Stays:

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