Oct Mtg - What Issues Should I Consider Before Year-End?

Many of us want to say goodbye to 2020 but are we really ready to do so?

Wally Pardo, CEO of Wealth Financial Partners & WFP Tax Partners will share the key issues that we should consider before the end of the year. 

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Whether it’s assets, debts, taxes or estate planning, Wally will share the things to consider to help us minimize taxes, optimize cash flow, maximize long-term assets and improve peace of mind! 

Wally Pardo is a Certified Wealth Strategist and Professional Plan Consultant with a Series 7, 66 and 63 licenses. He also holds active life and health Insurance licenses. Wally is a Master Elite member of the Ed Slott Elite IRA Advisor Group and also a member of SOFA (Society for Financial Awareness) a Nonprofit organization.