Broker Check

IM Wealth Partners Tax Tips Mastermind

March 23, 2022

This Tax Tips Mastermind features Katie Broskey of Keller Williams Platinum Realty, Ian Meierdiercks of IM Wealth Partners, and Marissa Sperazza of Barsz Gowie Amon & Fultz.

During this webinar, you will learn some important tax tips on how to improve your business and finances, especially for those who are self-employed.

If you have any questions after watching this webinar, please contact us

Securities offered through SA Stone Wealth Management Inc. Member FINRA and SIPC. Advisory Services offered through SA Stone Investment Advisors Inc. SA Stone Wealth Management Inc. requests that you do not transmit orders and instructions regarding your SA Stone Wealth Management Inc. account by email. Transactional details do not supersede normal trade confirmations or statements. The information contained in this transmission is privileged and confidential. It is intended for the use of the individual or entity named above. The information contained herein is based on sources we believe reliable but is not considered all-inclusive. Opinions are our current opinions only and are subject to change without notice. Offerings are subject to prior sale and/or change in price. Prices, quotes, rates and yields are subject to change without notice. SA Stone Wealth Management Inc. member FINRA and SIPC, is a registered broker-dealer. Generally, investments are NOT FDIC INSURED, NOT BANK GUARANTEED, and MAY LOSE VALUE. Please contact your Financial Advisor with information regarding specific investments. SA Stone Wealth Management Inc. reserves the right to monitor all electronic correspondence.