CANCELED: Lunch & Learn: Taxes & the IRS

Date: October 22, 2019
Time: 11:30am – 1:30pm
Instructor: Frank Oliver, Oliver Asset Management
Sponsor: Patty Kulton, Caliber Home Loans
Location: LAR, 420 Kimbark St., Longmont
CE Credit: None
Cost: Free, includes lunch!

The Foundation for Financial Education Presents a financial education workshop hosted by Oliver Asset Management.  The focus of this workshop will be Taxes and the IRS and the following topics will be discussed:

  • Where do our taxes go?
  • Tax-free savings
  • Tax-deferral vs. tax-deductible vs. tax-free
  • Do I need a tax advisor?
  • Tax avoidance
  • Why not wait to get your refund?