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Florida (561) 735-9227
New York (516) 227-1111
Thank You For Your Submission!
Nicki will call you prior to our workshop to confirm your attendance as well as the information of your guest(s). If you are not currently a client, you will receive an email confirmation prior to our event.
Presented By:

Ira Materetsky, CFP

Matthew Welsh, CFP
Date: Tuesday Nov. 7th, 2023
Time: 4:30 PM
Location: Benvenuto
1730 N Federal Hwy
Boynton Beach, FL
Dinner will be served!
Please join us for this informative event as we discuss potential year-end strategies that could help investors minimize taxes and solidify their overall financial planning.
Bring a friend!
This event is for our clients and their guests. Seating is limited.
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