Proper liquidity planning can completely transform your financial life. Join the conversation to learn about how taking a thoughtful approach to managing taxes, gifting, and estate planning can help you maximize your upcoming liquidity event. Learn the importance of thorough financial planning and how it can prepare you for both the challenges and rewards of a liquidity event.
- Financial Planning: What issues are most important to consider before and after a liquidity event?
- Tax Planning: What steps can you take to reduce your tax burden.
- Generational Gifting & Estate Planning- Learn how planning ahead is a key ingredient to successfully transfer your wealth.
About the Presenter:
Learn from industry expert Tami Sytsma, CFP® CPWA®, Wealth Advisor, Sytsma Wealth Strategies.Meet the Presenter