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Submission: On February 28 via api from US — Scanned from DE
Submission: On February 28 via api from US — Scanned from DE
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It’s not too late! Register now and jumpstart your tax planning It’s not too late! Register now and jumpstart your tax planning LIVE Webinar 11 TAX‑SMART STRATEGIES Join our live webinar and Q&A REGISTER NOW Thursday, Feb. 29 11 a.m. ET PLAN AND INVEST WITH TAXES IN MIND In this live webinar, we’ll guide you through strategies that can help you keep more of what you earn – and help your money go further. Our expert panel will show you how to: • Make the most of your 401(k) • Enjoy tax advantages while saving for health care and education • Employ tax‑smart withdrawal strategies • Benefit from the SECURE 2.0 Act • And much more Don’t miss the live Q&A at the end of the presentation. REGISTER NOW MEET THE HOSTS Shateela Winters Instructor of Financial Education & Planning Craig Adler CFP® Financial Education Consultant CONTACT AN ADVISOR 833-403-2050 SCHEDULE AN APPOINTMENT Know someone who may be interested? SHARE WITH FRIENDS Please do not respond to this email as we are not able to respond to messages sent to this address. Don't want to receive this email? You can opt out anytime by updating your communication preferences. Certain services provided on an educational and guidance basis only. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements. * The Barron's 2023 Top 100 RIA Firms list, an eight-year annual ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Investor experience and returns are not considered. The 2018 ranking refers to Edelman Financial Services, LLC, which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of 12th. Neither Edelman Financial Engines nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances. © 2024 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Results are not guaranteed. Financial Engines Advisors L.L.C.; Attn: Investor Services; 4742 N. 24th St., Suite 270; Phoenix, AZ 85016 АМ3317096 Privacy Notice Online Privacy To view this email as a web page, click here.