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

  • Tuesday, October 13, 2020
  • 8:00 AM - 9:00 AM
  • Virtual

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.


The Basking Ridge Business Alliance helps businesses grow and achieve success in the Basking Ridge area.  We focus on bringing businesses and the community together, nurturing positive growth and interaction, and to preserving those unique qualities that make Basking Ridge a very special place in which to live and work


Call us: 908.758.3242
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5 Lyons Mall #325
Basking Ridge, NJ 07920


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