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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.jpg

Ira Materetsky, CFP

Matthew Welsh

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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