Unlock Tax-Efficient Planning with John Vance

19sep4:30 pm5:30 pmUnlock Tax-Efficient Planning with John Vance

Event Details

Join us for our monthly Advanced Perspective webinar: Register here! 

Don’t miss out on the chance to enhance your financial future! Register today for our upcoming Advanced Perspective Webinar on Tax Planning, with John Vance, President of Vance Wealth, on September 19th at 4:30 pm (PST).

Here’s a glimpse of what we’ll cover:

  1. Tax Planning Philosophy: Discover practical strategies to optimize your lifetime tax situation, ensuring your financial well-being beyond any single year.
  2. Strategic Tax Approaches:Maximize tax benefits based on your current and expected tax bracket with a tailored approach.
  3. Relocating to Tax-Friendly States:Assess whether moving to tax-friendly states aligns with your goals, exploring potential savings and benefits.
  4. Ideal Planning Window:Gain insights into why age 55 to 75 is crucial for retirement planning.
  5. Legacy and Charitable Giving: Empower yourself with tax-efficient charitable giving strategies that secure your legacy.
  6. Estate Planning:Understanding upcoming changes in 2026 and how to prepare
  7. Our Tax Due Diligence Process: Discover our collaborative tax due diligence process, ensuring you maximize opportunities while minimizing errors.

Secure your spot today by clicking the registration link below. If you are unable to attend, register, and we will send you a recording. 

Vance Wealth, Inc. (“Vance Wealth”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Vance Wealth and its representatives are properly licensed or exempt from licensure. The information provided is for educational and informational purposes only and does not constitute advice. Vance Wealth does not provide tax or legal advice. You should contact your tax advisor and/or attorney before making any decisions with tax or legal implications.


September 19, 2023 4:30 pm - 5:30 pm PST(GMT-07:00)