Events

WealthChoice hosts a variety of events throughout the year that are designed to be educational and social. We’d love you to join us!

FORTHCOMING EVENTS

NOVEMBER

What you Should Be Doing Before Year End
to Lower Your Taxes

Next month Jen Glaser, CPA with Lavine Lofgren Morris & Engelberg LLP will be joining WealthChoice Community to share valuable tax tips that can save you money.

Jen will cover a variety of tax issues that affect all of us.  For those of you with flow through companies who balance deductions, expenses, and income, Jen will be sharing tax strategies that can help, and important steps to take before the year ends, as well as how to position yourself and your company to lenders to secure financing.  She’ll be giving us the low-down on proposed tax law changes that we’ve been waiting for all year, discussing tax planning and your investments,  and how best to build savings into your retirement.

Managing taxes is one of the key financial planning fundamentals that can make a tremendous different to reaching your goals.  Please join us for this valuable discussion.

WHEN:
Wednesday, November 8th, 2017 from 5:30-7:00pm
WHERE:
WealthChoice, 2811 Dickens Street, Suite 132, San Diego, CA 92106

RSVP VIA EMAIL

WATCH EVENTS ONLINE

If you are unable to attend the event in person, we will be streaming live with GoToMeeting. 

Details forthcoming

PREVIOUS EVENTS

STEM Solutions: Leading Edge Strategies for Success

Lean In To Meaningful Change

Women in Negotiations

Leadership Skills for Women in Male Dominated Fields

Navigating Transitions: Strategic Options for Senior Attorneys to Capitalize on their Value

How Men and Women Approach Business Challenges Differently

We hope to see you at an event soon! If you have any questions about a forthcoming or past event, please get in touch and we’ll be happy to help.

CONTACT US

Events - WealthChoice
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