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?