Potential Tax Traps

Our world has changed, and with it, the way we think about and plan for our retirement must change as well. Watch Patrick Randall discuss the potential tax traps and more in our newest webinar!

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This material is provided courtesy of SHP Financial and contains general information to help you understand basic financial planning strategies. This presentation is designed to provide general information on the subjects covered. It is not, however, intended to provide any specific financial, investment, accounting, legal or tax advice/recommendations. Despite efforts to be accurate and current, this presentation may contain out-of-date information; we are under no obligation to advise you of any subsequent changes related to the topics discussed in this presentation. By registering and attending this presentation, you may be contacted by an SHP Financial representative. See below for additional information and disclosures or contact us today to learn more.