Avoiding the Pitfalls of Uncoordinated Planning
Join us on Saturday, July 31, 2010, 11:00 AM Eastern
Important Things You'll Learn in this Webinar
- Does your CPA just "prepare" your returns and not look ahead for tax planning ideas?
- Do your advisors not look at your financial situation globally?
- Do you know how to coordinate the efforts of your tax, investment and insurance advisors to provide the greatest benefit for you?
- Could you benefit from having a second set of eyes review and analyze your plan?
