Advanced Tax Planning Workshop
WEDNESDAY , OCTOBER 2ND | Portage County Business Council
Slash Your Tax Bill: Reinvest Back Into Your Business, Yourself, and Your Family
CHOOSE YOUR SESSION:
BREAKFAST AND BRAINSTORMING 7:30 AM OR LUNCH AND LEARN FROM 11:30 AM - 1PM
HOSTED BY:
Jason Glisczynski, CFP®, CPWA®
GUEST SPEAKERS:
Brad Kruger, CPA
Holly Hoffman, The Tax Lady
Ultra-Wealthy families and successful businesses often utilize sophisticated strategies to reduce, defer, or eliminate taxes.
Advanced tax strategies have been out of reach for most, until now.
We will show YOU in a rather clever and sophisticated way, how YOU can create your own Virtual Family Office and gain access to advanced tax planning strategies.
The result is increased business and personal profitability, less stress, and significant time savings.
You will walk away with DIY (do it yourself) tools, and the option to have it DFY (done for you).
Jason Glisczynski, CFP®, CPWA®
Hosted by:
Jason specializes in working with business owners, executives, high income, and high net worth to ultra-high net worth people in the manufacturing industry using a VFO (Virtual Family Office) framework. This methodology consists of investment consulting, advanced planning, and professional relationship management.
Jason’s has nearly 20 years of advisory experience, is a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Private Wealth Advisor® professional, an Investment & Wealth Institute® member, a Wisconsin Institute of Certified Public Accountants Member, and speaker, and author of Planning with Purpose: Solving Your Unique Retirement Puzzle.
BREAKFAST AND BRAINSTORMING | 7:30 AM - 9 AM
LUNCH AND LEARN | 11:30 AM - 1 PM
Wednesday, October 2nd
Portage County Business Council
5501 Vern Holmes Dr, Stevens Point, WI 54482
Register Below and choose your session
DISCLAIMER
Investment Advisory Services offered through Brookstone Capital Management (BCM) LLC, a Registered Investment Advisor. Silvertree, LLC and BCM are separate companies. Workshop is for educational purposes only and does is not to be considered tax, legal, or investment advice. Each person’s situation is unique, and we recommend you seek qualified tax, legal, or invesment counsel prior to taking any action on the information provided during the workshop.