Building Your Net Worth Through Proper Tax Strategies (5/7/25)

Building Your Net Worth Through Proper Tax Strategies

Wed. May 7th | 4:00 - 6:00 PM | Oregon Wine Reserve 600 N. State Street, Lake Oswego
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Join us for an insightful seminar on tax planning strategies designed to help you reduce your tax burden and optimize your financial future. This educational event will provide valuable guidance on:
- Reducing Your Tax Liability: Learn key strategies to legally and efficiently lower your tax bill.
- Efficient Tax Planning: Discover how proactive planning can optimize your financial opportunities.
- Retirement Plan Optimization: Ensure your retirement accounts are structured for tax efficiency and long-term growth.
- Future Tax Strategies: Prepare for potential tax law changes and understand how to adapt your approach.
- Leaving a Legacy: Explore tax-smart ways to transfer wealth while preserving your financial goals.
- Building a Strong Financial Team: Learn how to coordinate with financial professionals to create a cohesive strategy.
Whether you're a business owner, high-net-worth individual, or simply looking to enhance your tax knowledge, this seminar will provide actionable insights to help you make informed financial decisions.
Mark Grubbs is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. WestPac Wealth Partners LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. CA Insurance License #1541031. | Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. | David Sumpter, Nick Mesirow, & Scott Bargaehr are independent of and unaffiliated with Guardian, its affiliates or subsidiaries. Their opinions are not necessarily those of Guardian or its subsidiaries and such opinions are subject to change without notice. Lewis and Clark Bank is not an affiliate or subsidiary of PAS or Guardian. | 7830725.1 Exp. 05/08/25
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