Join CJM Wealth Management for light fare and cocktails at our seminar, "Advanced Tax Planning: Little Known Strategies to Help Reduce Income and Capital Gains Taxes."
Wednesday, October 23, 2019 at 6:30 p.m.
Jewel Restaurant located at 400 Broadhollow Road in Melville, N.Y.
WE ENCOURAGE YOU TO BRING A COLLEAGUE!
The event will be hosted by our CEO and Founder, Charles Massimo, with three Special Guest Speakers:
- Ralph Nelson, CPA, Founder of Heritage Family Offices
- Michael Frost, Partner at Heritage Family Offices
- Chris Sargent, Managing Director at Liquid Capital Partners
Kindly RSVP below by Friday, October 18, 2019.
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Contact Director of Marketing, Kelley Muhsemann, at 631.777.1030 or at
kelley@cjmwealth.com with any questions. For information about CJM Wealth Management, visit
www.cjmwealth.com.
