Are you inadvertently leaving money on the table by not getting the most out of the tax minimizing and financial planning opportunities hidden within your employee benefits? According to a 2023 Ameritas study, 85% of employees don’t have a great understanding of the benefits available to them, making it an under-utilized component of a well-rounded plan.
Susan Jones J.D., CFP®, a Senior Wealth Manager from our partner Plancorp Wealth Management will walk through 6 key strategies she’s implemented for executive clients over the years that have helped them achieve goals faster with less of a tax burden.
Attendees get exclusive access to book time with Susan to dig in on their personal plan and questions, so don’t miss out!
