Join us for a 75-minute, strictly educational (no cost or solicitation) class on investment tax strategy and financially planning your estate. This entertaining deep dive covers the ways you can ensure the government does not get any more of your money than they need to while you are alive and after you pass...
These sessions will be hosted on Zoom and cameras are required (can't have a bunch of people with cameras off and have a good class — trust us, we have tried).
Monday, April 20
6:00 – 7:15 PM EDT
Wednesday, May 6
6:00 – 7:15 PM EDT
Investment advisory products and services are offered through VCI Wealth Management LLC d/b/a FEFA Financial LLC, an SEC Registered Investment Advisor. Insurance products and services are offered through FEFA Advisors LLC, a licensed insurance agency. These companies do not provide tax or legal advice, and individuals should consult with a qualified legal or tax professional before making any decision which may have tax or legal implications. Estate planning services are facilitated through a third party vendor and are limited to basic estate planning directives. If more advanced directives or additional services are desired, a fee may apply. Investing involves risk, including the potential loss of principal.
